This month we decided to increase our market exposure, here's why
This week we look at Blackrock's new millennial investment platform, Stash. We also look at the debt ceiling, along with holiday season trends and a glimpse into the world of politics.
The fiduciary vs. suitability standard debate rages on and Jeff and I have a few thoughts to share. I plan on writing up a longer post on this topic in the future but until then here is an email Jeff recently sent to a client with a few of my thoughts.
China buys back stocks and Alcoa Splits. We also read all about Whistle-blower profiles. There is an article on the financial services company with a heart of gold and a very small firm tried to buy Barnes and Noble. Check out what we're reading this week.
This week we increased our broad market exposure across all active models. Here, our Chief Portfolio Manager Dave Martin shares his thoughts.
This week we look at Volkswagen, bonds, and perhaps the dumbest thing I've read in a while. Also, what is changing between Amazon and Google.
We have been through a lot of change this year and our time in transition is coming to an end. In this note, Jeff shares an update on the firm's growth, new staff, and where to find us on social media.
This is a light week of reading due to labor day. As I type this up my wife is making homemade apple pies in preparation for an outdoor barbeque. This week hedge fund life imitates art, restaurants take a deep a dive into sauce development, more China, and hedge funds again.
This week we look at last week’s market, bond liquidity, and big trouble in little China.
The Onion might be satire, but there’s some truth to their recent story about Taco Bell.