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, 20212 min read
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, 20212 min read
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, 20202 min read
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, 20202 min read
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, 20202 min read
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, 20192 min read
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, 20183 min read
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, 20182 min read
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, 20181 min read
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, 20172 min read
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, 20172 min read
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, 20162 min read
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, 20162 min read
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, 20161 min read
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, 20162 min read
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, 20162 min read
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, 20162 min read
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, 20152 min read
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, 20152 min read
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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