Resources

The concept of the short term reversal seems at first to be contrary to that of momentum, however the time line considered is the key difference. Stock price momentum is a persistent signal over a period of time thatexcludes the most recent one or two months…

The size of a company is represented by its market capitalization (number of shares outstanding multiplied by market price per share). Typically, small companies tend to be more risky and produce higher excess returns compared to large companies…

  What if we told you that you can invest your money in the S&P 500 and you don’t have to worry about losing it? That’s right, if the market goes up, you get to participate in those market gains and yet if the market goes down, you get your initial investment back. This is …

More and more investors are growing concerned about current equity valuations and are wondering “should I get out of the market”.Ironically, there are arguments to support both bullish and bearish sides of the debate…

Asset allocation has the single largest impact on client portfolio returns – yet interestingly is a area where policy is set based on ‘what others are doing’ or some static ratio (e.g. 60/40 equities versus bonds) and is rarely influenced by current market conditions…

Intelligent Tax Alpha Any sophisticated investment adviser will consider tax liabilities an important consideration of portfolio construction for taxable client accounts…

TRANSACTIONS COST MATTER Of the main components within an investment process, transaction costs are the most often overlooked.  Transaction costs are commonly divided into direct costs such as commissions, fees, and taxes…

Atlas creates conservative investment portfolios using fixed income securities. Such an allocation to individual bond securities can be part of a stand alone strategy or a client balanced account. We believe investors seeking a higher level of risk should get such exposure through equity securities, not bonds…

Bond investors should always be concerned about future inflation and how its effects can rob purchasing power from fixed income cash flows. A useful way to monitor market expectations for future inflation is analyzing “breakeven rates” along the yield curve…