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Papers - FEATURE WHITE PAPER: The Sequence of Market Events
Investing in alternative ventures, such as assisted living facilities, during unprecedented market weakness is not only wise, but critical. Most investors fully grasp the need for consistently positive returns. However, current market turmoil has exposed investors to another risk few knew existed; the risk of a negative sequence of returns. Not only does your portfolio need to experience positive... - Following Smart Money
Today’s market has no precedent. The level of volatility, financial insolvency, and pure fear has become a daily routine. Very few are aware of one little known consequence of this market, a lot of people have made more money than ever before. Market turmoil, bankruptcies, loss of pensions and massive corporate downsizing has had little to no affect on this group. In fact, they have become wealthi... - Why Affluent Investors Cannot Continue to Rely on the Stock Market: Part I
There was a time when people decided how to invest in stocks via fundamental or quantitative research. They researched company management and product lines, reviewed corporate balance sheets, and evaluated trading patterns by tracking moving averages of securities. But in the wake of the Troubled Asset Relief Program (TARP)—the United States’ $700 billion financial bailout package—everything has c... - Why Affluent Investors Cannot Continue to Rely on the Stock Market: Part II
Trust in Stocks is Declining The financial melee of September 2008 forced the US federal government to consider what once would have been unthinkable in a free-market, monetary society: “Implement a program to remove…illiquid assets that are weighing down our financial institutions and threatening our economy,”, in the words of Secretary Treasury Henry Paulson. The program, TARP, authoriz... - Why Affluent Investors Cannot Continue to Rely on the Stock Market: Part III
Alternative Investment Options In the wake of the financial crisis, many affluent investors are wondering where to put their money if stocks aren’t safe and counterparty risk is eliminating bonds as a solid option. Cash appears safe: The Federal Deposit Insurance Corporation (FDIC) raised its insurance ceiling on bank deposits to stem liquidations (but only up to $250,000), and the U.S. go... - What Your Stock Broker Can’t Tell You
Anybody can lose money. In an effort to minimize market losses, the average and affluent investor alike has historically sought stock brokers for qualified advice. There is, however, a disconnect between popular understanding of stock brokers, and a broker’s true function and expertise. A benefit of the current market turmoil is that investors are revisiting long-held assumptions about Wall Street...
