7 Financial Terms Advisors Often Misunderstand

Published on March 25, 2025

Though you may not agree with my view on all seven of these terms, it may be beneficial for you and your clients to at least consider them.

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Risky Bonds Aren’t So Risky in the Long Run

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The world is a risky place, and high-yield debt spreads to safe US Treasury securities are close to historic levels of stinginess, signaling complacency in markets — at least on the surface. But legendary investor Howard Marks says that’s the wrong way to look at it and long-term investors should consider allocations to credit.

S&P CoreLogic Case-Shiller Index: 4.1% Annual Gain in January

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