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Dec
14

Bond Rout and the Power of Compound Interest

The bond market has been pulverized in the past few weeks and for those who have anything beyond short maturities (5 years or so) are probably facing some substantial declines in the principal.

For example,

BOND ROUT – Our nation’s 2% coupon 10-year Treasury note with a par value of $1,000 was trading for $1,093 as of the close of trading on Monday 11/07/16 (i.e., the day before the presidential election), resulting in a current yield of 1.83%. The same 2% coupon 10-year Treasury note with a par value of $1,000 was trading for $811 as of the close of trading last Friday 12/09/16, resulting in a current yield of 2.47%. Thus, the value of the 10-year Treasury note has fallen 26% in the last 5 weeks since the early November election (source: BTN Research).

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forbes-insight
Dec
07

Forbes list of America’s Top Wealth Advisors

Re-capping an eventful year as we head down the home stretch to 2016, we take great satisfaction in being named to this year’s Forbes list of America’s Top Wealth Advisors. It’s through the hard work and dedication of the entire Corda team that makes it possible for our firm to receive this prestigious award. Managing through tumultuous periods and keeping our focus on the value, dividend, and sometimes contrarian nature of our investing philosophy can certainly lead to good results over the long term. Once again, this year proved why such a strategy is geared for those dedicated and loyal to its core long term focus. We do not plan to deviate from that combination as we look forward to the upcoming years as our stable of businesses can potentially enhance their revenues, earnings, and dividends and drive returns where we can ultimately seek to foster peace of mind amongst all of our clientele. Thank you for being part of that journey.

Click here to read the full Forbes article



Oct
19

Time to Take a Fresh Look at International Stocks?

Returns for the EAFE Index over the past decade were low in absolute terms and low relative to its own history. For example, developed world stocks, as measured by the MSCI EAFE Index, returned just 1.7% annually since August 31, 2006, lagging the S&P 500 Index which returned 7.5% annually in the same time period. That 10-year underperformance relative to the S&P 500 Index may actually be signaling that this is a good time to take a fresh look at international stocks. Take a look at this article written by WisdomTree that discusses why international companies may be a good long term investment at this time.

Click here to read the full WisdomTree article


Sep
13

Jeremy Grantham: Buy Natural-Resource Stocks

Renowned investor Jeremy Grantham, Chief Investment strategist of Grantham, Mayo, and van Otterloo makes the case for investing in resource equities. He suggests valuations are hovering near historic lows relative to the broad market, and when resource equities have been cheap relative to the broad market historically, they’ve performed quite well going forward. Yet investors are wary of investing in commodity producers due to the commodity price risk and the always uncertain commodity outlook. He tells us that long-term investors willing to tolerate that shorter-term risk should strongly consider whether they have allocated enough to this exciting and unloved segment of the market.

Click here to read the full article by Jeremy Grantham


Sep
08

The Power of a Backdoor Roth

Roth IRA’s are some of the last truly tax-free investments you can make. Unlike traditional IRA’s, where your earnings are taxed as income, earnings in a Roth are completely tax-free. That’s the good news. The bad news is, not everyone qualifies to be able to contribute to a Roth. For 2016, if your file your taxes as single, you can make a full contribution up to $5,500 per year ($6,500 over age 50) if your modified adjusted gross income (MAGI) is less than $117,000, and a partial contribution if your MAGI is between $117,000 and $132,000. If you file taxes jointly, you can make a full contribution if your income is less than $184,000, and a partial contribution if your MAGI is between $184,000 and $194,000. If you file single and make over $132,000 or file jointly and make over $194,000, you’re out of luck for making a Roth contribution. That is unless you go in through the “back door”.

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Aug
30

There is No Magic Bullet

I was recently having lunch with a client after a lively discussion in our office. “I guess there is no magic bullet” is how he began lunch. It got me wondering why I had never put the idea of long-term investing in those exact words.

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Aug
24

The Most Successful Investments Have Two Things in Common

The other day I came across an article that struck me in such a profound way, I thought it would be meaningful to share with those who happen to visit our website on occasion. It’s a tale about big life-altering gains that can materialize if you are patient. The writing here is spectacular and I thank the good people at the Daily Reckoning site for sharing with us. I hope you enjoy it as much as I do!

Click here to read the full Daily Reckoning article


Aug
22

Randy Kratz Joins Corda

As a Certified Financial Planner®, Randy has been designing financial plans for clients for over 21 years and owned an independent financial planning firm before joining CORDA. His financial planning skills tethered with CORDA’s investment management can provide a powerful combination to help clients pursue their financial goals and dreams.

In addition to his fondness for financial planning, Randy developed an interest in specialty crops over the years and presently owns a small farm in southern Kentucky where he grows hops and is experimenting with hϋgelkultur gardens. We are delighted to have his rich background here at Corda.