John Gerard Lewis

54 posts

I am John Gerard Lewis, a registered investment adviser representative based in Olathe, KS, and the Founder and President of Gerard Wealth Management, Inc. I have over 30 years of investing experience. My investment goal is to protect the invested capital of my portfolio; I focus most of my investment decisions on that principle.

How to turbocharge a CD-heavy portfolio

A good deed yields a valuable investing strategy.

How to turbocharge a CD-heavy portfolio

Court Jester

Corporate bond ETFs look attractive in the current market environment.

Don’t be a fool. It’s time for cash-like investments

rose smell

Consider pairing a high-yield, well-managed bond allocation with a high-yield, short-target-maturity bond allocation.

An income portfolio that doesn’t stink

Why I liquidated all my mREIT holdings

With uncertainty about the Fed, an exit from the category is the right move.

Why I liquidated all my mREIT holdings

Investors need perspective on bond returns

Why bonds still make sense for your portfolio.

Investors need perspective on bond returns

Warren Buffett

The Oracle is wrong about the value of fixed income securities in most portfolios - even now.

Buffett’s flawed advice on bonds

gundlach

DoubleLine's Jeff Gundlach has been a stellar bond performer.

Why we bought a position in the DoubleLine Income Solutions …

party over

Know when it’s time to leave, and by what means.

Where will you be when the party’s over?

binoculars

The case for evaluating a portfolio since inception.

Take the long view when sizing up performance

Ignore the risk-on TV carnival barkers. Buy these bonds instead.

Time to lower expectations about stock market returns.

Ignore the risk-on TV carnival barkers. Buy these bonds instead.

After getting pounded, mREITs are poised to recover

The Fed's interest rate policy has hurt mREITs, but they have bounced back

After getting pounded, mREITs are poised to recover

Wise move for 2013? Buy corporate bonds

Here are some portfolio tips for an uncertain year ahead.

Wise move for 2013? Buy corporate bonds