- Vitaliy Katsenelson, CFA
The Dangers of Dividend Obsession
“This is a very bad, incoherent piece.” I received this feedback from a reader concerning my recent article . I don’t expect everyone to agree with me, and I welcome negative feedback because
- Vitaliy Katsenelson, CFA
What Not to Buy in Today’s Stock Market
Dear reader, if you are overcome with fear of missing out on the next stock market move; if you feel like you have to own stocks no matter the cost; if you tell yourself, “Stocks are expensive, but I am a long-term investor”; then consider this article a public service announcement written just for you.
- Jack N. Singer, Ph.D.
Maintaining Client Trust: The Key To Building AUM
All financial professionals understand that maintaining trust among their clients, even when market conditions challenge their portfolio bottom line, is the key to maintaining and building AUM
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Oct 24, 08:38 am
The Dangers of Dividend Obsession
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Oct 10, 08:06 am
What Not to Buy in Today’s Stock Market
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Oct 06, 12:56 pm
Maintaining Client Trust: The Key To Building AUM
- Vitaliy Katsenelson, CFA
The Pharma Stocks We’re Buying Now
A few weeks ago I explained why my firm is investing in pharmaceuticals stocks, despite the sector being a favorite punching bag of politicians. I noted that we have recently added to our
- Vitaliy Katsenelson, CFA
Playing a Game of Economic Survivor
I don’t do writing assignments. I don’t like deadlines. I am not a writer; I am an investor who thinks through writing. So when I was asked to write on the future of investing, my instinct was to politely decline.
- Advisors Magazine
4 Best Spots to See Fall Foliage
Fall is one of the most beautiful seasons for travel. Whether going solo, with a loved one, or with the grandchildren, knowing the best spots to witness the glory of the turning
- Vitaliy Katsenelson, CFA
It’s not just Amazon’s fault
Retail stocks have been annihilated recently, despite the economy eking out growth. The fundamentals of the retail business look horrible: Sales are stagnating and profitability is getting worse
- Vitaliy Katsenelson, CFA
SoftBank’s big plan for a smarter internet is brilliant
Masayoshi Son doesn’t do anything small nor does he do things in a simple way.
- Vitaliy Katsenelson, CFA
Investment Lessons Learned from the Poker Table
“I don’t know.” These three words don’t inspire a lot of confidence in the messenger and probably will not get me invited onto CNBC, but that is exactly what I think about the topic I am about to discuss.
- Steven Selengut
Fixed Income Outperforms Stocks This Century
The following is a superficial, Wall Street style, analysis of two hypothetical portfolios starting out at the turn of the century... roughly 17.25 years ago.
- Steven Selengut
Do You Have The Right Stuff?
When Interest Rates Start Rising ... and Beyond When is 3 percent better than 6 percent? Yeah, we all know the answer, but only until the prices of the securities we already own begin to fall.
- Steven Selengut
The Self Directed “Retirement_Ready” 401k
Yes, the "Retirement Ready" 401k exists. Unfortunately, it isn't available in the standard, institutional strength, product menu. Face it employers, the primary "income beneficiaries" of your
- Steven Selengut
What if the Markets Tank Tomorrow?
Most of you have been smiling this year as your monthly statements have been boasting new all time high market values, growing income streams, and unusually high profit taking levels in
- Steven Selengut
Penny Parasites: Wall Street Institutions & Regulators
Class Action Suit: Cause of Action Number Three. Did you see the 1999 comedy "Office Space"? It describes a software scheme to embezzle pennies from random financial transactions and