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Articles tagged: Stock Market Fundamentals
What Do Trump Tariffs Mean for the Economy and Investors?
Recently imposed Trump tariffs are expected to negatively affect the economy. What do these tariffs mean, and how will investors be impacted? Read More
Worried About Stock Market Volatility? Don’t Panic, Say Experts
Stock market volatility and talk of a payroll tax cut have sparked fear of recession. Should you shed shares or keep playing the long game? Read More
Size Should Not Matter: Exchange Traded Funds Selections
Given the wealth of options, investing decisions can be overwhelming. Narrow the field with your exchange traded funds (ETF) selections and keep it simple. Read More
When Stocks Decline, Alternative Investments May Help (Part 2)
Diversification is Almost Always a Winning Strategy As noted in “When Stocks Decline, Alternative Investments May Help (Part 1),” the impact of asset allocation on volatility and returns has been widely debated, but a landmark study from the CFA Institute found that between 1974 and 1983, diversifying among a variety of asset classes – and […] Read More
When Stocks Decline, Alternative Investments May Help (Part 1)
With Bear Market Approaching, Diversification an Attractive Option Someday you may be asked: “Where were you on March 9, 2009?” For market historians, that day marked the bottom of the Great Recession: the S&P 500 had just sunk below 700 for the first time in 13 years. Goldman Sachs warned investors that the S&P could […] Read More
Three Ways to Drastically Improve Portfolio Performance with Hedge Funds Based on Your Financial Goals
A Primer on Hedge Fund and Portfolio Performance Evaluating hedge fund performance is challenging because it involves many different investment strategies employed by thousands of funds across a global $3.2 trillion industry. While many investors will analyze a previous track record to help determine which funds they should choose, that approach rarely leads to a […] Read More
How Not to Buy Pre-IPO Shares
Were pre-IPO shares a good idea years ago? What about today? Take a look at how far pre-IPO investments have come over the years and where they are today. Read More
Episode 2 with Robert Rapp
There has been much discussion about the changes that may be coming in the wake of the recent SEC Investor Advisory Committee meeting, where they considered changing the definition of the term Accredited Investor. In Episode 2 of Accredited Investor Markets Radio, Alicia Purdy explores what this proposal means with guest, Robert Rapp. Robert, a partner in the Securities and Capital Markets Practice of Calfee, Halter & Griswold, LLP, weighs in on the impact of changing this definition, the thought process behind it and what to expect moving forward. Read More