Thursday, May 20, 2021
This model was launched in May 21, 2012 to compete & win versus the passive managers and index-chasers. We wanted to hold “Large-cap stocks” in this portfolio, while remaining agnostic with respect to owning...
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Thursday, April 8, 2021
It was about ten years ago, before brand-name sponsors sensationalized “factor-investing”. When it was customary for clients to inquire as to whether they could OWN STOCKS, AND EARN INCOME at a reasonable level. Back then,...
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Thursday, March 4, 2021
The name was inspired by a boring business meeting in Aruba, not by investing there. The thought was that instead of buying into REITs, real estate crowdfunding or owning property by itself, we could own real estate through stocks....
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Tuesday, January 12, 2021
In the last twelve months there has been so much health & financial uncertainty, we’ve had plenty of reasons to update (or draft our first) Wills and Powers-of-Attorney. Anyone over 18 could benefit by drafting a Will, but also a...
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I went through some thought-exercises recently, where I reflected on an accumulation of my career accomplishments as a Financial Advisor and manager at several Fortune 500 companies. I enjoyed being mentored by some true leaders. I...
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Wednesday, November 25, 2020
The remaining weeks of 2020 present the opportunity for us to help clients save thousands of dollars in taxes. Here’s a quick-check list of actions that can be taken NOW: 1. In-depth reviews of taxable investment portfolios-...
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Saturday, November 7, 2020
As of Quarter-end (10/30/20), approximately 44% of the 500 stocks held in the S&P500 Index had NEGATIVE RETURNS for the year thus far. Is anybody curious as to what stocks are “in the green”? # Stocks in S&P500 YTD Return...
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Since earlier this year, investors sought refuge in Low Volatility S&P 500 stock ETF’s (exchange-traded funds). Unfortunately many of those ETF’s returns have dropped. Our “Lo-Vol Stock Model'' has been holding its...
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Friday, October 16, 2020
The Current Picture: Concerns are expressed daily in the headlines over the usual issues: trade tensions, economic and now health & political uncertainty. With the national election less than a month away it’s not uncommon for...
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