Eric PuckettMar 1, 20213 minThe Long and Short of It | A Gamestop ReviewIn January of this year a story hit the headlines across all major media outlets. A group of traders who were members of an online...
Allen MinassianMar 1, 20212 minThe Year After | Looking Beyond 20202020, with its deadly pandemic, global recession, stunning market collapse and surprisingly rapid recovery, reinforced the notion that it...
Doug LagerstromMar 1, 20212 minValue Propositions | Are Things Beginning to Rotate?Rotation is a term used in our industry to describe the flow of investor capital as it moves from one investment style, or asset class,...
Eric PuckettJun 30, 20202 minVolatility | An Opportunity for GrowthThey say, “timing is everything.” This phrase haunted me as news continued to break in early February concerning the severity of...
Allen MinassianJan 31, 20202 minValue's Time to Shine | 2020 Might Be the YearFor 2020 be the year for value investments? Before we completely answer that question, let's review the difference between value and...
Doug LagerstromJan 31, 20202 minFollow the Money | Just Be Careful Where You GoWhen there is a truth to be discovered, a common refrain is, ”follow the money.” Mike tells us what people really believe. You may think...
Doug LagerstromJun 30, 20192 minStay Active | Know What You Have“Just buy the index.” “It is cheap and gives you access to the whole stock market.” “You’ll outperform in the long run.” Statements like...
Doug LagerstromMar 31, 20183 minMomentum Investing | What Goes Up, Goes Thud“The trend is your friend.” I don’t know if you’ve heard that expression before or not, but it is a well-known wall street axiom. Well...
Doug LagerstromJan 31, 20182 minMarket Outlook | Winter 2018Is it good news for the economy now, bad news for the stock market? It certainly looked that way in early February when a better than...
Doug LagerstromJan 31, 20181 minRisk Number | The Sleep Number of InvestingWhat is your risk number? Many of us have heard the commercial advertising the sleep number bed. The company claims that some people like...
Allen MinassianMar 31, 20172 minCool and Collected | The Balancing Act of InvestingIt doesn’t take much to make investors uneasy about the markets these days. Scanning the headlines is like taking a walk through a...
Doug LagerstromMar 31, 20172 minThe Big Mistake | It's Not Worth the RiskIn the 25 years I have been advising families regarding the financial decisions they make in life, one issue stands head and shoulders...
Allen MinassianJun 30, 20162 minHedge Funds | Less Fun Than They SoundGoogle defines a hedge fund as “a limited partnership of investors that uses high risk methods, such as investing with borrowed money, in...
Allen MinassianMar 31, 20162 minBridging the Gap | A Benefit of DiversificationGrowth investments, also referred to as momentum investments, are comprised of companies whose earnings are expected to grow at a faster...
Doug LagerstromMar 31, 20161 minBargain Hunting | The Market Might Be Ready for YouSince the end of the financial crisis central bankers have been pumping cash into the system hoping to jump start their economies. QE1,...
Doug LagerstromMar 31, 20162 minPoor Timing | The Name of the GameInvestors can make many mistakes during their investment lifetimes: not starting early enough, not investing aggressively enough,...
Doug LagerstromJan 31, 20162 minBargains Abound | When We are Least InterestedFor a flat stock market, 2015 sure packed plenty of pleasure and a whole lot of pain. In short, if you were a risk taker, you may have...
Allen MinassianJan 31, 20162 minExpectation Gap | A Better New NormalThe idea behind asset allocation is simple: When one investment category struggles, it’s OK because that is offset by another category...
Allen MinassianSep 30, 20152 minIncome Matters | Benefits of the Assets You Own“We are never as happy or as unhappy as we think we are,” said the French sage La Rochefoucauld. This principle can be applied to money...
Doug LagerstromSep 30, 20152 minLook at That Yo-Yo | Or Don'tMarket volatility is back and with it comes nervous investors. The VIX (a commonly used measure of stock market volatility) increased...