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December 8, 2014

Jim Whiddon on UnRetirement

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“What fuels widespread fears at this moment isn’t aging. It’s retirement….Never before have so many people had so much experience and the time and the capacity to do something significant with it.” So states Chris Farrell in his thought-provoking new...

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What are Municipal Bonds?

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Q:What are municipal bonds? A:Municipal bonds are debt instruments issued by municipalities in any of the 50 states by the following entities: 1) territories, subdivisions, counties, cities, towns and villages of the state, 2) school districts, 3) agencies such as...

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The Risks Of Carry Trade

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The carry-trade strategy involves borrowing (going short on) a currency with a relatively low interest rate and using the proceeds to purchase (going long on) a currency yielding a higher interest rate, capturing the interest differential. The strategy can be...

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A Close Look At Private Equity

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The private equity industry has changed substantially since the “Prudent Man” rule was modified in 1978 to give institutional investors the ability to allocate part of their portfolios to alternative assets. The industry has grown tremendously over the past 30...

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Understanding The Value Premium

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Historically, value stocks have outperformed growth stocks. The evidence is persistent and pervasive, both around the globe and across asset classes. While there’s no debate about the premium, there are two competing theories to explain its existence. The Classic Theory...

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