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Investing Style: Equity
When I hear the word style I think hair…and tight...
An Option-less World
Imagine a world without options: vanilla is the..
Portfolios and Dinner
Anyone that has ever made a homemade meal
Forecasting Returns
We can do more than flip a coin to forecast the future
Types of Taxes
A very wise man once said there are only two guarantees in life: death and...
Options: They're Not for the Birds
At one point in life, we’ve all heard “don’t count your chickens before they’re hatched” and “a bird in hand is worth two in a bush”. Upon hearing these statements, one can deduce...
Equity Investing Styles
When I hear the word style I think hair…and tight fighting leather clothes. Automatically, images of 80’s punk rockers with Mohawks
5 Ways Firms Distort EPS
We’ve all heard the story about the Ferrari driving Microsoft janitor from the heyday nineties. You know the one who in...
Financial Profiles
Discover how different investor risk profiles and the hit show Sex in the City share more in common
Financial Planning and Dinner
Anyone that has ever made a homemade meal knows they should first determine how much to make, what dish to prepare and
Index Weighting Methods
Any investor who’s watched CNBC can tell you that the three major equities indices followed in the US...
Asset Allocation Strategies
Asset allocation is a very long word, so why not break it up into subcategories? Asset allocation is the weighting of one’s...
Minimum Variance Frontier
The Mean Variance framework is a strategic asset allocation approach that uses static data, as oppose to dynamic.
Investor Stage of Life
As the old Byrd’s song goes, “A time to be born, a time to die, A time to plant, a time to reap, A time to kill, a time to heal..
Investment Policy Statement: Return Objectives
While the ability to accept risk is usually measured on a quantitative basis, an investor’s willingness to assume risk is based on...
Freedom From Mutual Fund Fees
Regardless of your sweet tooth, we all would like to have our cake and eat it too. Of course, with each passing day, we’re ...
