…rightly points out that they’ve been replaced with companies that rank higher on the Fortune 500 list than the ones from 10 years ago. Of course, I was wondering what…
…couldn’t find the answer. Last night, I read that several US companies including Warren Buffett’s Berkshire Hathaway and Coca-Cola (where he’s only a director) are now going to borrow billions…
Like many industries, the wealth management business has many rules and regulations. Many of the rules make good sense and were created after real-world problems occurred. I have one rule…
…percent, but even though returns aren’t quite double those of bonds, the volatility is more than four times higher. The Sharpe ratio calculates the excess return over cash divided by…
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…
…invest in a broad array of strategies including: long-short stock, long-short bond, managed futures, distressed debt, arbitrage, global macro, etc., in a single fund. While I am always interested in…
…either maintaining an emergency fund or sufficient liquidity. Although financial planners typically recommend having six months’ worth of expenses on hand in an emergence fund, a 2018 Bankrate survey said…
…comparably to the Barclays Aggregate bond index, albeit with a lot more volatility since it takes a leveraged bet that interest rates will fall. The expense ratio is 0.75 percent,…
…for all of the times that he was openly criticized for his bearish outlook. When the stock market did turn around and started to recover, Tice’s fund started to run…
…rate decreases, although the difference between those holding professional degrees and doctoral degrees is 0.10 percent. Incomes also steadily rise with incomes with education and the two largest percentage increases…
