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Simple Strategies to Reduce Taxes
While there are many types of taxes individuals pay on wages, properties, gifts, etc… the most applicable taxes for investors are income and capital gains tax. When investors examine their portfolio performance, they often neglect the impact ...
Danger of Leveraged ETF
A relative new comer to the investment asset community is the Exchange Traded Fund or ETF for short. ETF’s...
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
Stock & Diversification
We’ve all heard the story about the Ferrari driving Microsoft janitor from the heyday nineties. You know the one...
Types of Taxes
A very wise man once said there are only two guarantees in life: death and taxes. Taxes come in all shapes...
Situational Profiling
When advisors initially meet with a prospective investor, they have very knowledge of the client’s financial..
IPS: Risk Objectives
Much like return objectives, risk is segmented into ability and willingness to assume risk. The ability to assume...
Investing Style: Bonds
When I hear the word style I think hair…and tight...
Strategic vs. Tactical
Asset allocation is a very long word, so why not break it up..
Financial Profile & IPS
In our society, we have official profiles and records that...
Constant Mix
Anyone that has ever made a homemade meal
Constant Proportion
As the old saying goes, there is more than one way to skin a...
Buy Hold
Anyone that has ever made a homemade meal
Forecasting Returns
We can do more than flip a coin to forecast the future
Closed End Funds & NAV
Unlike open end funds, which are continuous offerings, closed end funds are mutual funds where the number of shares offered are...
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...
Risk Adjusted Returns: Risk
Anyone who’s visited a casino and played roulette knows that there are different odds and payout structures to the game..
Why Stocks Change Price
The markets are filled with a variety of participants. Much like any aspect of life the markets are filled with people ..
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..
Forecasting with Econometrics
Econometrics: a word many chose to leave behind with their wrinkled AC/DC posters and futon couches at their old alma mater. Some..
P/E: Earnings Multiplier
The P/E ratio is a commonly utilized tool for equity analysis. The Earnings
