Eric Puckett
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...
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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...
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,...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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,...
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,...
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...
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...
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...
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...