Articles

A Close Look At Private Equity

The private equity industry has changed substantially since the “Prudent Man” rule was modified in 1978 to give institutional investors the ability to allocate part of their portfolios to alternative assets. The industry has grown tremendously over the past 30 years, thanks largely to high returns on early investments. Total fundraising by buyout and venture …Read More.

Understanding The Value Premium

Historically, value stocks have outperformed growth stocks. The evidence is persistent and pervasive, both around the globe and across asset classes. While there’s no debate about the premium, there are two competing theories to explain its existence. The Classic Theory The theory from classical financial economics is that value stocks are the equities of riskier …Read More.

A 4-Step Process To Integrating Money And Life

Once you’ve abandoned the pursuit of balancing money and life in favor of integrating the two, the question still remains: Now what? How the heck do I better integrate money and life? Like most personal finance dilemmas, the answer is simple, but not easy. It’s simple because it doesn’t require many steps. What’s more, it’s …Read More.

Beware Alternative Investments

The sophisticated asset-pricing models we have today allow us to determine the underlying sources of returns to investments. Specifically, they permit us to identify the factors to which an investment has exposure. However, a problem arises when employing current asset-pricing models to consider alternative, illiquid investments. The volatility of such assets is often understated. This …Read More.

Saving Ourselves From Not Saving

New York Times

Americans aren’t saving enough. The numbers appear to back up this claim, which we hear repeatedly. But what I find more interesting is how we react to such statements. I touched on the issue of savings last week, and the responses I’ve heard seem to confirm that it’s a touchy subject. For the sake of …Read More.

From the Sharpie of Carl Richards

At the start of 2014, predictions of a market correction were rampant. So what has happened? The market has gone up on some days and down on others, and the volatility that was absent in 2013 has returned. This has led to even more talk about market corrections and projections about what lies ahead. But …Read More.

The Risk of Reacting

By C.J. Baxter Many investors are feeling a little jittery these days, and rightfully so. We have had to deal with fears of Ebola, constant tension in the Middle East and a sluggish overseas economy. And that short list fails to mention we recently went through one of the biggest market pullbacks since The Great …Read More.

The Surprising Lessons Of QE

On Oct. 29, the Federal Reserve announced the official end to its bond-buying program, otherwise known as quantitative easing (QE). Given all the debate about the efficacy of the Fed’s policy decisions, and the stomach acid created by the many dire forecasts about what was going to happen when quantitative easing ended, I thought it …Read More.

The Real Lesson From October’s Market Volatility

October was a wild ride for investors. At its low, the Dow Jones Industrial average plunged 5.2 percent from its September high. The Standard & Poor’s 500 index lost 6.2 percent and the Nasdaq was down 7.4 percent. Global headlines seized upon market uncertainty and featured tabloid-style “advice,” posing questions such as, “Is this the …Read More.

Don’t Sell In May; Don’t Go Away

One of the more persistent investment myths holds that a winning strategy is to sell stocks in May and wait to buy back into the market until November. While it is true that stocks have provided greater returns from November through April than they have from May through October, the equity risk premium has still …Read More.

Beware Stars Of Investment Balls

Let’s define “popular” as being liked or admired by the general public. One might reasonably think that popularity is a good thing, right? But when it comes to investing, research shows popularity often comes with lower returns. This correlation can sometimes result in a conflict with traditional economic theory, where risk and expected return should …Read More.



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