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    The Long and Short of It | A Gamestop Review
    Eric Puckett
    • Mar 1, 2021
    • 3 min

    The Long and Short of It | A Gamestop Review

    In January of this year a story hit the headlines across all major media outlets. A group of traders who were members of an online...
    The Year After | Looking Beyond 2020
    Allen Minassian
    • Mar 1, 2021
    • 2 min

    The Year After | Looking Beyond 2020

    2020, with its deadly pandemic, global recession, stunning market collapse and surprisingly rapid recovery, reinforced the notion that it...
    Value Propositions | Are Things Beginning to Rotate?
    Doug Lagerstrom
    • Mar 1, 2021
    • 2 min

    Value 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,...
    Volatility | An Opportunity for Growth
    Eric Puckett
    • Jun 30, 2020
    • 2 min

    Volatility | An Opportunity for Growth

    They say, “timing is everything.” This phrase haunted me as news continued to break in early February concerning the severity of...
    Value's Time to Shine | 2020 Might Be the Year
    Allen Minassian
    • Jan 31, 2020
    • 2 min

    Value's Time to Shine | 2020 Might Be the Year

    For 2020 be the year for value investments? Before we completely answer that question, let's review the difference between value and...
    Follow the Money | Just Be Careful Where You Go
    Doug Lagerstrom
    • Jan 31, 2020
    • 2 min

    Follow the Money | Just Be Careful Where You Go

    When there is a truth to be discovered, a common refrain is, ”follow the money.” Mike tells us what people really believe. You may think...
    Stay Active | Know What You Have
    Doug Lagerstrom
    • Jun 30, 2019
    • 2 min

    Stay 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...
    Momentum Investing | What Goes Up, Goes Thud
    Doug Lagerstrom
    • Mar 31, 2018
    • 3 min

    Momentum 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...
    Market Outlook | Winter 2018
    Doug Lagerstrom
    • Jan 31, 2018
    • 2 min

    Market Outlook | Winter 2018

    Is 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...
    Risk Number | The Sleep Number of Investing
    Doug Lagerstrom
    • Jan 31, 2018
    • 1 min

    Risk Number | The Sleep Number of Investing

    What is your risk number? Many of us have heard the commercial advertising the sleep number bed. The company claims that some people like...
    Cool and Collected | The Balancing Act of Investing
    Allen Minassian
    • Mar 31, 2017
    • 2 min

    Cool and Collected | The Balancing Act of Investing

    It doesn’t take much to make investors uneasy about the markets these days. Scanning the headlines is like taking a walk through a...
    The Big Mistake | It's Not Worth the Risk
    Doug Lagerstrom
    • Mar 31, 2017
    • 2 min

    The Big Mistake | It's Not Worth the Risk

    In the 25 years I have been advising families regarding the financial decisions they make in life, one issue stands head and shoulders...
    Hedge Funds | Less Fun Than They Sound
    Allen Minassian
    • Jun 30, 2016
    • 2 min

    Hedge Funds | Less Fun Than They Sound

    Google defines a hedge fund as “a limited partnership of investors that uses high risk methods, such as investing with borrowed money, in...
    Bridging the Gap | A Benefit of Diversification
    Allen Minassian
    • Mar 31, 2016
    • 2 min

    Bridging the Gap | A Benefit of Diversification

    Growth investments, also referred to as momentum investments, are comprised of companies whose earnings are expected to grow at a faster...
    Bargain Hunting | The Market Might Be Ready for You
    Doug Lagerstrom
    • Mar 31, 2016
    • 1 min

    Bargain Hunting | The Market Might Be Ready for You

    Since the end of the financial crisis central bankers have been pumping cash into the system hoping to jump start their economies. QE1,...
    Poor Timing | The Name of the Game
    Doug Lagerstrom
    • Mar 31, 2016
    • 2 min

    Poor Timing | The Name of the Game

    Investors can make many mistakes during their investment lifetimes: not starting early enough, not investing aggressively enough,...
    Bargains Abound | When We are Least Interested
    Doug Lagerstrom
    • Jan 31, 2016
    • 2 min

    Bargains Abound | When We are Least Interested

    For 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...
    Expectation Gap | A Better New Normal
    Allen Minassian
    • Jan 31, 2016
    • 2 min

    Expectation Gap | A Better New Normal

    The idea behind asset allocation is simple: When one investment category struggles, it’s OK because that is offset by another category...
    Income Matters | Benefits of the Assets You Own
    Allen Minassian
    • Sep 30, 2015
    • 2 min

    Income 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...
    Look at That Yo-Yo | Or Don't
    Doug Lagerstrom
    • Sep 30, 2015
    • 2 min

    Look at That Yo-Yo | Or Don't

    Market volatility is back and with it comes nervous investors. The VIX (a commonly used measure of stock market volatility) increased...
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    Woodland Hills, CA 91367

    T: 818-264-0600

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    lynn@privatewealthsolutions.com

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