…there is some good news. First, I think that their estimates of the tax consequences are too high. Second, you can shield some or all of your net worth in…
…said ‘In finance, everything that is agreeable is unsound and everything that is sound is disagreeable.’ Low government bond yields: sound, but disagreeable. High yield junk bonds: agreeable, but unsound.…
…company’s stock when others are selling is definitely contrarian. I believe our systematic rebalancing strategy is also contrarian. Asset classes can become either overweight or underweight due to market fluctuation….
…financial services companies from creating unit trusts that allowed little investors to buy in. The new B class shares were still $1,000, so I still didn’t buy in. Over the…
The Bank Services Group takes a consultative approach to design a strategic plan that compliments the overall goals of the bank. The Bank Services Group at Acropolis works alongside our…
…website, zillow.com, includes a ‘Rent Zestimate’ that estimates the rent on a home based on statistical measures. This owner’s equivalent rent is a squishy measure and it’s a large component…
…while others want to avoid companies that pollute the environment or profit from unhealthy habits like cigarettes or alcohol. Others still may want to avoid companies with unfair labor practices.…
…comparing the Shiller PE ratio with Tobin’s Q (this sounds exotic, but simply compares the value of the company to the replacement cost of all of their physical assets). There’s…
…that Real Estate Investment Trusts (REITs), that own commercial properties, gained 10.09 percent in the first quarter. While a lot of investors were concerned about owning real estate coming out…
…that tracked the performance of the overall stock market. The Dow Jones averages have been around since the late 1800s, but they have a limited number of stocks and the…
