AJC Article: How Money Works on Wall Street
Creating an effective investment strategy can seem like a daunting task. Stocks, bonds, commodities, currencies, US, international, futures, derivatives, long, short, margin, hedge funds, private equity, options, calls, puts, Monticarlo simulations, algorithms, econometric regression…It’s enough to make your head spin, or worse, induce paralysis. But there is one proven and simple way to build towards […]
AJC Article: Want to make $7,000 per month? Get an internship…
What do summer internships pay these days? Nothing? Minimum wage? Ten bucks an hour? Try $7,000 per month. You didn’t read that wrong. Palantir, a Palo Alto tech firm pays its summer interns $7,000 a month. While that’s unusual, it’s not unique. A recent survey by the jobs website Glassdoor.com, found seven companies […]
March Madness and Your Money
If you’re a sports fan, you’ve probably been following the March Madness tournaments pretty closely and experienced the ups and downs along with the wins and the upsets as each game has been played out. Before each game you were probably rooting for a particular set of teams and feeling uncertain or downright anxious about […]
AJC Article: Diversify and Conquer
The just concluded first quarter of 2014 was a lot like a roller coaster. There were highs, lows and a scary drop, but in the end it was a pretty good ride. At one point, the Dow Jones lost more than 7 percent before recovering most of that loss by the end of the quarter. […]
Uncertainty
March Madness is a great event for any sports fan. Thursday and Friday are filled with games throughout the entire day. Fans fill in their brackets with the mentality that this year’s bracket is going to be much better than the previous year. Then the games begin and the upsets start rolling in. We see 14 seeds […]
AJC Article: March Marketing Madness
Did you enter that $1 Billion Bracket Contest sponsored by Warren Buffett and Quicken Loan? Who knocked you out of contention, Mercer or Dayton? Oh, well, by the time you read this, every entrant will have been eliminated. But it was fun, wasn’t it? This much-buzzed-about-event also offers a great lesson for investors and […]
4 Key Differences Between ETFs and Mutual Funds
Stocks, ETFs, Mutual Funds, Closed-End Funds….there are so many vehicles you can choose when it comes to investing. As we’ve advised many clients over the past few years, many clients will often want to understand the difference between ETFs (Exchange Traded Funds) and Mutual Funds. Below, we highlight four key differences between the two. […]
AJC Article: What’s Your Net Worth Compared to the Average American?
I recently came across a report that reminded me of the old saying, “Figures never lie, but liars figure.” That suspicious report claims that the net worth of the average American household is now $700,000 – up from $406,000 just ten years ago. Average? $700,000? I don’t think so. A family’s net worth is the […]
Setting Expectations
Expectations are a powerful tool. Just like any tool, if used appropriately, it tends to add great value, but if not then they can work just as much against you. So, it is really a good thing to set clients’/investors’ expectations appropriately. The other night I was out to dinner and we had made reservations […]
The Grisham Bond Market
John Grisham writes some great books. They are engaging, quick to read and they tend to keep you on your toes for the entire book. As I read through Grisham books, I tend to find myself believing the story is about to go one direction before shifting completely in an opposite direction. Just as I begin to […]
