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Steinberger Consulting

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Investment Committee

Today’s Market and Major League Baseball

November 2, 2020 by Lane Steinberger, CFA, CFP®

Last week, we had an Investment Committee meeting at our firm that generated some interesting discussions. One topic was the belief that a person must be insane to buy stock right now; that because of the presidential election, the pandemic, vaccine questions, a Supreme Court nomination, rampant unemployment and the recession, no one should be

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Filed Under: Asset Allocation, Bond Portfolio Management, Bonds, endowment investment returns, Fiduciary Standard, Financial Planning, Fixed Income, foundation investment returns, Income Investing, Interest Rates, Investment Committee, investment consultant atlanta, Stock Market

Lessons from an investment icon

September 15, 2020 by Lane Steinberger, CFA, CFP®

Happy 90th birthday, Warren Buffet! To celebrate, the stock market has decided to throw you a party. Remember the celebration for your 70th? Our old friend Microsoft was there. Faces have changed since then; instead of AOL, Yahoo and Cisco, you’ll see Apple, Amazon, Facebook and Google. Yet, there are similarities to their predecessors. Between

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Filed Under: Asset Allocation, Bond Portfolio Management, Financial Planning, Investment Committee, investment consultant atlanta, Stock Market

The Coronavirus’ Impact on Global Stock Markets

March 2, 2020 by Lane Steinberger, CFA, CFP®

Happy Leap Year. When we entered 2020, I assumed the November presidential election would be the big topic of conversation for this year; however, I was wrong. This coronavirus, that no one saw coming, jumped to the forefront and is taking center stage. All I can say is, here we go again. Last year, it

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Filed Under: Asset Allocation, Bond Portfolio Management, Bonds, endowment investment returns, Financial Planning, Fixed Income, foundation investment returns, Interest Rates, Investment Committee, investment consultant atlanta, Stock Market, Uncategorized

The Noise is Deafening

November 5, 2019 by Lane Steinberger, CFA, CFP®

In its latest update, Apple added a new app that sends an alert to yourApple Watch or iPhone when it identifies sound levels in your environment that may negatively affect your hearing. If you’ve been following the market news lately, you probably wish you had one of these for Wall Street. There’s been plenty of

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Filed Under: Asset Allocation, Bond Portfolio Management, Bonds, endowment investment returns, Fiduciary Standard, Financial Planning, Fixed Income, foundation investment returns, Income Investing, Interest Rates, Investment Committee, investment consultant atlanta, Stock Market

Space Mountain and the Market

November 5, 2019 by Lane Steinberger, CFA, CFP®

If you haven’t noticed, it’s been a volatile year in the stock market. In fact, it kind of feels like a roller-coaster ride. If you’ve never been to Disney World, Space Mountain is a space-themed, indoor roller coaster. You’re in total darkness, where you “feel the push and pull of gravity as you soar into

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Filed Under: Asset Allocation, Bond Portfolio Management, Bonds, endowment investment returns, Fiduciary Standard, Financial Planning, Fixed Income, foundation investment returns, Income Investing, Interest Rates, Investment Committee, investment consultant atlanta, Stock Market, Uncategorized

“This is the business we’ve chosen”

December 26, 2018 by Lane Steinberger, CFA, CFP®

“This is the business we’ve chosen” – Hyman Roth, The Godfather: Part 2   It’s our final newsletter of the year. And, wow, what a year 2018 has been! In the spirit of the holidays, endless movie marathons, and our ever-changing stock market, now seems like the perfect time to reference The Godfather. (There’s never

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Filed Under: Asset Allocation, Bond Portfolio Management, Bonds, endowment investment returns, Interest Rates, Investment Committee, investment consultant atlanta, Stock Market

Midyear Market Update: Navigating Volatility

July 26, 2018 by Lane Steinberger, CFA, CFP®

    Merriam Webster’s dictionary defines the word “volatility” as a tendency to change quickly and unpredictably. The first known use of the word was in 1626, right about the time the Dutch East India Company came into existence. Abbreviated to “VOC” in Dutch, the Dutch East India Company (VOC), was granted a 21-year monopoly on

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Filed Under: Asset Allocation, Bond Portfolio Management, Bonds, endowment investment returns, Financial Planning, Fixed Income, foundation investment returns, Interest Rates, Investment Committee, Stock Market

Interest Rates Are Rising

May 21, 2018 by Lane Steinberger, CFA, CFP®

Interest rates are on the move; so much so, that the 30-year mortgage rate is more than 4.5% (up from 3.7% a year ago). Not good for mortgage and credit card borrowers, but bond investors are elated.   Similarly, the 10-year U.S. Treasury bond pays almost 3% (last year, it was at the 2% level).

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Filed Under: Asset Allocation, Bond Portfolio Management, Bonds, endowment investment returns, Financial Planning, Fixed Income, foundation investment returns, Income Investing, Interest Rates, Investment Committee, investment consultant atlanta

2018: A Time of Rational or Irrational Exuberance?

January 12, 2018 by Lane Steinberger, CFA, CFP®

  Have you ever heard of “irrational exuberance”? Alan Greenspan coined the term in his famous 1996 speech “The Challenge of Central Banking in a Democratic Society.” In his address, Greenspan explained that low inflation: reduces investor uncertainty, lowers risk premiums, and implies higher stock-market returns. He gave this speech at the beginning of the

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Filed Under: endowment investment returns, Investment Committee, Stock Market

Deja Vu All Over Again. Maybe.

August 4, 2017 by Lane Steinberger, CFA, CFP®

The question on everyone’s minds these days is whether the market is overheated or if it is different this time. It’s an uncertainty reminiscent of the banter during the 1990s stock market bubble; however, the technology bubble decade that peaked in 2000 may not be a fair comparison. Is this déjà vu all over again?

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Filed Under: Financial Planning, Investment Committee, investment consultant atlanta, Stock Market

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Recent Articles

Today’s Market and Major League Baseball

Lessons from an investment icon

The Coronavirus’ Impact on Global Stock Markets

The Noise is Deafening

Space Mountain and the Market

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