Jul 13, 2014 | Blog, News, Uncategorized
Argentina: Playing the Odds. In today’s World Cup Final, Argentina is a 3 to 1 underdog. Maybe enticing odds for soccer fans, but miniscule for a world famous hedge fund guru’s bet on the land of Patagonia. Paul Singer launched a hedge fund in 1977. He is known as one...
Dec 17, 2013 | Asset Allocation & Diversification, Blog, Bonds, Investments, News, Stocks, Uncategorized
Are you part of the walking dead? Did you make that mistake this year and hold a diversified portfolio? Before you go running to the “All You Can Eat S&P” buffet, take two minutes and read about it. Asset allocation is the process of diversifying...
May 27, 2013 | Blog, Bonds, Investments, News, Uncategorized
Municipal bonds have traditionally attracted conservative investors looking for federal tax exempt income. While municipal bonds carry the risk of default, investors rely on rating agencies to grade the issuer’s credit with ratings from AAA to junk bonds. Just like...
Mar 11, 2013 | Blog, Investments, Uncategorized
Wall Street Scandals have their own orbit don’t they? 2008 saw Lehman Brothers and Bear Stearns collapse in a heap of their own failed (and, with the benefit of hindsight, incredibly reckless) bets on exotic mortgage-related derivatives. 2004 revealed Edward Jones...
Aug 9, 2012 | Blog, Bonds, Economics & Markets, Self-Employed, Uncategorized, Wall Street Greed
I’m starting this edition of Potty Reading with something inspirational before I subject you to the torment of my soap box. Many of my clients and friends have heard me say before that even if I won the lottery, I would still do what I do. I love the puzzles and...
Jan 7, 2012 | Blog, Economics & Markets, Fiduciary, Investments, Uncategorized
2011 was full of challenges, including the continual financial crisis in Europe, the Arab Spring in the Middle East, natural disasters and political dissent in the United States. Markets don’t like uncertainty and thus a year of volatility across global financial...
