Stay informed with the latest updates from the Rothman Investment Management team and explore articles and resources to support your financial journey.
Whether you're new to investing or a seasoned pro, this glossary helps make financial terms clear—so you can focus on your future with confidence and clarity.
Economic and Valuation Update - looking at tariffs, economic trends and valuation levels. Educational spotlight looking at how modern portfolio theory informns portfolio construction. Book Review - Antti Ilmanen's "Investing Amid Low Expected Returns".
The big topic this year has been international trade, and specifically tariffs. On “Liberation Day” when Trump rolled out tariffs on America’s trading partners, the US stock market initially crashed, expecting devastating economic contraction and inflation.
The best predictor of an investment’s long-term return is its current yield – for fixed income that’s the effective interest rate and for stocks it’s the earnings yield. As of September 2021, both were lower than they had been in over a century. Ilmanen notes that after four decades of very good investment returns, investors have come to expect higher than normal returns instead of the lower than normal expected returns corresponding to today’s price levels.
This blog will share financial planning tips for new parents, including how to plan for both before the baby is born and for the long-term.
The Best Days tend to be interspersed with the worst days and during periods of chaotic market declines.