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Financial Markets and the Election

Submitted by Headwater Investment Consulting on October 27th, 2016

By Kevin Chambers

Many of our clients have asked us the same question in the last few months: “What is going to happen to my portfolio with the November election?”

 

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Sovereign Wealth Funds: A New Global Investment Power

Submitted by Headwater Investment Consulting on October 19th, 2016

By Kevin Chambers

This month's Topic Paper evaluates the history, funding sources, and issues surrounding the government-owned funds called Sovereign Wealth Funds (SWF).  Click here to read the complete paper.

529 Plans

Submitted by Headwater Investment Consulting on October 5th, 2016

By Kevin Chambers

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Freddie Mac New Mortgage Pilot Program

Submitted by Headwater Investment Consulting on September 28th, 2016

By Kevin Chambers

This blog post is a follow up to the Topic Paper US Mortgage Market: America’s Biggest Nationalize Industry that discussed the over involvement of the federal government.

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Types of Bonds

Submitted by Headwater Investment Consulting on September 21st, 2016

By Kevin Chambers

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US Mortgage Market: America's Biggest Nationalized Industry

Submitted by Headwater Investment Consulting on September 14th, 2016

The media reports that housing prices are on the rise, and interest rates remain low. But is there another pending housing correction? This month, Kevin explores the mortgage market in the United States and who bears the burden of the ever-growing mortgage debt.

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Keeping Stock Market Returns in Perspective

Submitted by Headwater Investment Consulting on September 7th, 2016

By Kevin Chambers

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Fannie Mae and Freddie Mac

Submitted by Headwater Investment Consulting on August 31st, 2016

By Kevin Chambers

Fannie Mae and Freddie Mac are two names you may be familiar with. They played a huge role in the aftermath of the 2008 mortgage crisis. But what they are and what do they do?

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Randomness of Returns: a Visual Exploration of Asset Class Returns

Submitted by Headwater Investment Consulting on August 24th, 2016

By Kevin Chambers

As investment advisors, we comb through financial data to find trends. The data we analyze is not always easy to understand for the average investor, so for those visual learners out there, here is our chart of asset class returns.

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Muni Bonds in your Portfolio

Submitted by Headwater Investment Consulting on August 17th, 2016

By Kevin Chambers

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408 SE 1st Street
McMinnville, OR
97128 USA

503-565-2100

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