Menu

Blog

Tactical Asset Allocation And a Positive Investor Experience

February 18, 2015
|
0 Comments
|

When doing any type of analysis it is always easier if your variables are static.  However, in real life most things are rarely static.  Take traditional risk tolerance and suitability for example.   In a buy and hold, asset allocation world a client would walk into […]

Read more →

Why the S&P 500 Could Hit 2000

February 17, 2015
|
0 Comments
|

I was on CNBC last week talking about the possibility of the S&P 500 hitting 2000 over the next two weeks. Pro: S&P at 2000I got a little pushback even though a move to 2000 would only be about 4.6%.  Nobody can […]

Read more →

Expecting Trouble? Here Are Investments to Ponder

September 8, 2014
|
0 Comments
|

Another interesting article in the Wall Street Journal today arguing for “safe haven” investments because of global conflicts and the Fed exiting QE. http://online.wsj.com/articles/global-conflicts-strengthen-the-case-for-save-haven-investments-1410120126Of course we are in a bubble, and of course there […]

Read more →

Mutual Funds Five Star Curse

September 8, 2014
|
0 Comments
|

There was an article in the Wall Street Journal this morning on how most funds that achieve a five star Morningstar rating don’t eventually lose it:http://online.wsj.com/articles/how-funds-with-5-star-morningstar-ratings-10-years-ago-have-fared-1410120116This makes perfect sense […]

Read more →
‹ Prev page1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 82 83 84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 100 101 102 103 104 105 106 107 108 109 110 111 112 113 114 115 Next page ›