You, Your Investments, and the Coronavirus

You, Your Investments, and the Coronavirus

The term “novel coronavirus” is so new, some people have apparently wondered whether it is related to Corona beer. (It is not; it’s named after its crown-shaped particles.) And yet, how quickly it has grabbed global headlines. As the viral news has spread, so too has financial uncertainty. What’s going to happen next? Will it further infect […]

Inverted Yield Curve Hoopla

Inverted Yield Curve Hoopla

Astute investors focus in on the bond market yield curve.  By Judson Ames In assessing the market selloff this week the casual investor was likely focusing on the headlines surrounding the potential for escalating “trade-war” between the U.S. and China, however, the more astute investors are starting to focus in on the shape of the […]

What Type of Advisor Are You Working With?

What Type of Advisor Are You Working With?

In order to discern good from bad investment advice, investors should start by understanding their financial advisors legal obligations to you and how they compensated for providing you advice. Ask your adviser how they are compensated. This is one of the most important questions a financially literate person will ask.

What the Market Wants—Inflation Stability!

What the Market Wants—Inflation Stability!

Inflation stability and the trend in inflation rates matter more than the actual inflation rate itself. It is inflation stability that is a primary driver of the market performance says, Ed Easterling of Crestmont Research and author of Financial Physics. His research explains: Inflation stability correlates with secular bull markets* or above average returns. (*See […]

Currency Wars Chaos

Currency Wars Chaos

Inflation in Brazil is on a tear rising 1.8% to 6.8%. Brazil is famous for openly (usually declarations are implied but not stated) declaring a currency war back in March 2012 citing the typical narrative : “When the real appreciates, it reduces our competitiveness. Exports are more expensive, imports are cheaper and it creates unfair […]

Minding your mutual fund fees

Minding your mutual fund fees

Focusing in On Mutual Fund Fee’s This article was originally published in the Cazenovia Republican on June 25th, 2012 Getting investing “right” is no easy task. There is thing however; you can definitely get right every time! Your mutual fund costs. Let’s briefly review how paying a 1% higher fee can impact a portfolio ending […]

5 Reasons Gold is a Diversification Tool

5 Reasons Gold is a Diversification Tool

Prudent investors understand the necessity of owning precious metals such as gold. We agree that in the short term gold has entered a cyclical bear market, but the long term reasons for owning gold are intact. In fact, given the delayed nature of money printing policies and inflation, one could make the case that the […]

Currency Wars 101

Currency Wars 101

Currency Wars, which up to now have received only scant news coverage, have become a hotly reported on topic these days. This theme has been table chatter for professional investors since quantitative easing (money printing) got under way in 2009. Since the topic is becoming more widely covered by the media, I thought it would […]

2013 Outlook: Here We Are Again…

2013 Outlook: Here We Are Again…

The last two times the S&P 500 Index hovered within striking distance of a new high at year end was December 2001 and December 2007. Both times the index level went on to see double-digit declines of 47% and 58% respectively. Roughly speaking, both experiences required five years of 100% rallies for stock indices to […]