- Vitaliy Katsenelson, CFA
Inflation is here. But for how long?
The number one question I am asked by clients, friends, readers, and random strangers is, are we going to have inflation?
- Vitaliy Katsenelson, CFA
US and China: In the Foothills of Cold War
Over the last six months we have skewed our portfolio more towards defense companies. We have done this intentionally. The world appears less safe today than at any time since the Berlin Wall came down.
- Steve Selengut
How YOU Can Trade Stocks at a 10% Discount
The S & P 500 struck 33 new "All Time High" (ATH) levels in 2020, a year that also saw a major market value melt down in March and significant volatility throughout. This year began
-
Jun 10, 11:26 am
Inflation is here. But for how long?
-
May 18, 09:29 am
US and China: In the Foothills of Cold War
-
Mar 30, 10:46 am
How YOU Can Trade Stocks at a 10% Discount
- Donald A. Steinbrugge, CFA
Trends in Demand for Hedge Fund Strategies
The hedge fund industry is dynamic, comprising of numerous strategies that attract varying degrees of interest over time. Demand for each strategy is impacted by many variables
- Vitaliy Katsenelson, CFA
The Renaissance of Pipelines
Pipelines are undergoing a renaissance today, but it’s not the one you think. The previous renaissance of shale oil and natural gas development was anything but a good outcome for
- Brian Allen CFP®
Is Your 401(k) Plan Adviser Costing Employees Retirement Money?
With millions of American workers invested in 401(k) plans, they want to know that their retirement savings are in good hands.
Despite the economic havoc COVID-19 caused, the work culture of some companies has stayed solid. But amid big changes and continuing uncertainties, that foundational element of
Continued market volatility and general uncertainty prompted investors to seek protection.
- Steven Selengut
The Investment Risk Pyramid: CEFs, ETFs, & Mutual Funds
Fifty-Six years ago, in Investments 101, "Pistol Pete" Williams jumped up on the chair next to his desk, pointed his fingers at his students and proclaimed: "if you don't take the time to
- Steven Selengut
The Pure Logic of Income Investing
Investment portfolios perform best over the long term when cost based ( working capital) asset allocation is used to keep the investment management decision maker (the investor)
- Brian P. Fleming, ChFC, CLU, AIF®
Advisor to Advisor: "Stop Jumping to Solutions"
The financial industry has been going through a Renaissance since the technology revolution, just as the world has. The problem is we are confusing gathering
With external factors shutting down many of our daily habits and altering our professional lives, we naturally seek guidance to navigate the unknown.
- Steven Selengut
About Your Investment Portfolio... yes, you!
Imagine that you are running a business. A specific "niche" operation like a book store, a giant hardware store like Home Depot, a professional service operation of some kind, a
- Steven Selengut
Planning, Building & Managing Retirement Income Portfolios
The reason people assume the risks of investing in the first place is the prospect of achieving a higher "realized" return than is attainable in a risk free environment…i.e., an FDIC
- Steven Selengut
Yes, Virginia, There is an Investment Santa Claus
I have been fielding some inquiries on "Return of Capital" recently, so I've done some research (Nuveen, Fidelity*, Eaton Vance & three Seeking Alpha articles) and compiled some