Niall H. O’Malley, MBA
Portfolio Manager, Blue Point Investment Management
These are two of the most important questions in my conversations with investors as I write this article in September 2018. The U.S. equity markets have posted positive returns in each of the past nine calendar years. This is only the second time over the past century that equities have posted gains for nine consecutive years. I am going to lay out important considerations that should be factored in when investors consider and evaluate strategies to protect their investments from downside risks. An investment is only successful if you buy low and sell high. Being able to do that takes discipline and active management. Continue reading “When to Sell? How Should You Protect Yourself from the Risk of Falling Values?”