The Role of Stocks & Bonds in a Balanced Portfolio
Owning a portfolio of companies that regularly increase their earnings and dividends is a powerful force.
Shining Light on Retirement Income
One of the significant, real-world issues with investing in retirement is consistency and reliability of income.
It's Easier Said Than Done
Many would be shocked to learn that the majority of common stocks have lifetime buy and hold returns that are less than that of one month Treasury Bills. Said differently, the stock market overall generates attractive long-term returns, but most stocks fail to even match the returns of Treasury Bills.
September Bond Policy Update
Crawford's bond policy reflects the firm's stance on the fixed income markets, interest rates, inflation, and more.
Common Sense Income Planning in Retirement
When looking at an investor’s retirement through a multi-decade lens, having a lower cost, tax-efficient, income-producing implementation focused on the most efficient asset classes allows for maximum effectiveness.
Diversification Not Over-Diversification
When looking at an investor’s retirement through a multi-decade lens, having a lower cost, tax-efficient, income-producing implementation focused on the most efficient asset classes allows for maximum effectiveness.
Terminal Value: A Lesson in Asymmetry
We believe that at the forefront of any investor’s mind should be both the threat of principal erosion or permanent loss of capital and the significance of the pattern of their investment returns.
June Bond Policy Update
Crawford's bond policy reflects the firm's stance on the fixed income markets, interest rates, inflation, and more.
Alpha When You Need It Most
At Crawford, our strategies have far lower risk than the major market indices as measured by beta. And not only do our strategies have far lower risk, but they also produce positive alpha.
March Bond Policy Update
Crawford's bond policy reflects the firm's stance on the fixed income markets, interest rates, inflation, and more.
Quality: The Differentiated Investment Factor
We believe quality is a differentiated investment factor with various benefits including attractive long-term returns, protection in market declines, smoother patterns of return, and income production.
January Bond Policy Update
Crawford's bond policy reflects the firm's stance on the fixed income markets, interest rates, inflation, and more.
