…and profit-sharing plans, insurance companies, etc.) typically include a diversified blend of stocks and bonds which are invested across multiple asset classes. We approach the markets with a long-term view…
…good – 11.94 percent annualized compared to 10.52 percent for the S&P 500. To the untrained eye, that looks pretty good! Those pesky academics, however, have come up with a…
Speaking of hot topics, the investment community is abuzz with a new term: smart beta. The term is gaining increasing popularity and the current edition of Institutional Investor magazine has…
…is small compared to the estimated -15.0 percent decline in US GDP during the Great Depression. My call today is even less dramatic: I don’t think this market will be…
…We are committed to putting our clients first and being transparent with our communications. We are confident that we will be successful as we work through this unique situation. Acropolis…
…blank check for what is known as a Special Purpose Acquisition Company, or SPAC. A SPAC is an unusual breed of investment because in some sense it puts the cart…
…comes after news from last week that Third Avenue, a well-known value/distressed investment firm, announced that they would stop honoring redemption requests and would liquidate their funds. Since then, Third…
…spoke at an Economic Club event. Knowing that his communications the day before had failed, he amped up his message to include dovish comments like ‘there is no particular limit…
…are worth more than the combined entity. In theory, you could buy the company for $31 billion, sell the stakes in Yahoo Japan and Alibaba for $40.5 billion, pay 35…
…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…
