What is a stock? For anyone still considering buying we cover stock basics and investment principles in this series on all things equity. Read More
It’s A Whole New World We have published a number of articles to help investors understand how to purchase pre-IPO shares and the potential risks and rewards of doing so. The Beginning Our first foray into the area was an article written by Robert Rapp, “A New Private Trading Platform for Restricted Securities: Liquidity for […] Read More
Recently imposed Trump tariffs are expected to negatively affect the economy. What do these tariffs mean, and how will investors be impacted? Read More
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
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
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
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
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