Insights
Research-based insights for investors
FIXED INCOME: What Happened to the Diversification?
For most of the past twenty years, the correlation between stock price changes and ...
The War in Ukraine and the Stock Market
Equities, especially US equities, performed well in the period after the Russian invasion of ...
Identifying and Managing Equity Downside Risk
On March 3, 2022, Ken Frier, the Chief Investment Officer of Atlas Capital Advisors, ...
Party Like it’s 1999?
In the investment community, the year 1999 has a special place in history; investors in ...
Time to Travel?
The US stock market has consistently outperformed non-US stocks for more than a decade. The ...
Understanding Today’s Market Disconnects
Investors face a trade-off between expected return and the uncertainty of achieving that return. A ...
US Inflation: To Infinity and Beyond
Historically, a good way for a government to generate a financial crisis is to run ...
The S&P 5… and the S&P 495
The S&P 500 Index is up a little over 5% through the first three quarters ...
Just because it’s foreign doesn’t mean it’s riskier
Investors, as people, have a tendency to favor what they know. They are more comfortable, ...
Wire Fraud – Steps to protect yourself
Financial institutions (banks, credit card companies, title companies, brokerage firms, RIAs, etc) all take multiple ...
Donor Advised Fund: Easy, Efficient, Low cost
A Donor Advised Fund (DAF) is a charitable giving account offered by financial institution charitable ...
Opportunity Zone Investing: a Tax Planning Strategy
A provision within the 2017 Tax Cuts and Job Act (TCJA) created incentive to invest ...
The Sham of The Principal Protected Notes
What if we told you that you can invest your money in the S&P ...
Efficient Portfolio Hedging
More and more investors are growing concerned about current equity valuations and are wondering “should ...
Five Bond Investing Mistakes
Most investors have bought or sold a public common stock at one point in their ...
The Definitive Guide to Employee Option Exercise Strategy
Download this article as a PDF Congratulations! If you are reading this paper with more ...
Problems with Actively Managed Mutual Funds
The actively-managed mutual fund emerged on the investment scene in the 1940s as a way ...
