…file a complaint, bad deeds are likely to go unpunished. A lot of complaints are settled privately without any regulatory authorities and when a firm settles with an aggrieved client,…
Every now and then, I come across some research that really drives a point home. Yesterday, I found a terrific study by JP Morgan on what they called catastrophic losses…
Twice per year, Standard & Poor’s issues a report that compares the performance of actively managed mutual funds to corresponding S&P indexes. The most recent report, the S&P Indexes Versus…
…not quite true though, the fed funds target rate, as set by the Federal Open Market Committee (FOMC), is actually a range from 0-0.25 percent. Let’s take a step back…
…recommendations. Make sure you’ve got insurance for yourself to replace the income that you’re going to earn in the coming years. We’re big fans of level premium term, which is…
…from 3.1 percent to 2.8 percent, the first sub-three percent growth rate since the 2008 financial crisis. From an earnings standpoint, most companies are saying that they can’t yet estimate…
…Friday night the number of reporting companies will have grown to 176 and we’ll have more information about where we stand now and what companies expect in the near future….
…on us because we don’t have straight exposure to commodities, click here for the details on why we’ve avoided commodities). Of course, we’re all affected by the price drop. The…
…commercial real estate since the barrier to entry for a diversified portfolio of actual commercial property is very high – and relatively illiquid, especially compared to REITs, which are highly…
…the brand, but the company that defaulted), and General Electric was too complicated and weird. In any case, all three of them are storied American brands that once represented the…
