Mutual Fund Investors Aren’t Invited To The Super Bowl

Below is a synopsis of this investment report: Mutual funds are some of the most aggressive advertisers during bull markets, and they often target major sporting events due to the psychology of being associated with “winners”. Not only does the SEC permit such advertising
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A Deeper Dive Into Mutual Fund Tax Issues

Below is a synopsis of this investment report: Mutual funds are riddled with unfavorable tax rules, and their inefficiencies are one of the many reason that the Investment Committee chooses to avoid using them for our strategies. Two examples of these inefficiencies involve deducting
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A Great Strategy For Mutual Funds

Below is a synopsis of this investment report: Mutual funds served their purpose back in the 1980s and 1990s as effective vehicles to broadly diversify a retail investor’s portfolio, despite their exorbitant fees and rampant tax issues. The time for these products has passed, an
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The Days Of Easy Income Are Over

Below is a synopsis of this investment report: Income seekers are anxious to return to the days where ultra-safe investments were used to generate enough income to pay their living expenses. As the Fed continues to wind down their bond-buying program that has helped keep interest rate
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An Explanation For Why We Have Not Seen A Market Correction

Below is a synopsis of this investment report: Several market participants believe that a correction in the equity market is imminent, solely because we have not experienced one in almost three years. One possible reason why a correction has eluded the market could be that it has paid
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Market Corrections Are Not Predictable

Below is a synopsis of this investment report: Several market participants believe that a correction in the equity market is imminent, solely because we have not experienced one in over two years. Corrections are regular and healthy components of equity markets, but the notion that th
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Fed Does Not Manage Money

Below is a synopsis of this investment report: Stocks fell sharply last week after Federal Reserve Chair Janet Yellen and her fellow policymakers raised concerns about “substantially stretched valuations” in some sectors. Small cap stocks in the social media and biotech se
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A Case Study In Behavioral Finance

Below is a synopsis of this investment report: Behavioral Finance is a field of study that combines psychology, economics, and finance to provide an explanation for why investors make irrational financial decisions. Several market pundits continue to fear over a possible correction in
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The Predictive Nature Of Equities

Below is a synopsis of this investment report: It is a common belief that the Markets reflect the economy 3, 6, 9 or even 12 months out into the future.  This means that investors are attempting to incorporate their market predictions into their investment decisions. Paul Samuelson, o
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Deal Activity Is On Fire

Below is a synopsis of this investment report: Companies tend to grow organically by building new products/services internally, or they can grow by buying existing companies that already have proven products/services. The value of deal activity in 2014 has already topped $1 trillion w
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