Justin Pawl, CFA, CAIA, CFP® In this week’s edition: Full Speed Ahead. The Fed’s remains committed to ultraloose monetary policy. Blamestop. It’s not all about retail investors. Last Week Today. Vaccine news: Moderna announced its vaccine is effective against the UK...
In a period of ever rising equity markets, the emotional appeal to concentrate one’s portfolio in what has worked lately is strong. This often proves to be a poor long-term investment decision, as discussed in this thought piece.
Institutional and private investors are increasingly considering direct lending for their investment portfolios. This new investment frontier offers opportunities but also reasons to move deliberately. This paper will discuss this new asset class, offering thoughts on...
Low-interest rates not only negatively impact the future returns available from traditional fixed-income investments, but they also undercut their effectiveness in offsetting future equity market declines. These inconvenient truths suggest investors should think...
There is an extreme dichotomy between the drinking of wine & the understanding of wine. That first taste of a new wine which elicits that “Wow! what is this?” reaction results in an esoteric discussion of varietals, regions, winery, producer, winemaker, vineyard,...
The volatility in Gamestop over the last several trading sessions has been historic. But, it’s not just Gamestop. Several other stocks are experiencing the same thing. What’s causing it and how does it affect you? Karl Eggerss joined the Trey Ware Show to discuss.
The biggest obstacle of being a good long-term investor is letting our emotions drive our investment decisions. Here are some practical ways to avoid those feelings.
Justin Pawl, CFA, CAIA, CFP® In this week’s edition: Last Week Today. A summary of market-moving events. Volatility. Risk or opportunity? Capitalizing on Volatility. Last Week Today. Former Federal Reserve Chair Janet Yellen was confirmed as Treasury Secretary, moving...
There are some signs that speculation is rising in the stock market and it's starting to look like 1999. What's it mean for you and your portfolio? Karl explains. Hey, good morning, everybody. Welcome to the podcast. My name is Karl Eggerss. Thank you for joining me....
The move into a new year is a good reminder to check some things off your financial planning checklist. Here are 5 simple things everyone should be doing.
