We are currently meeting with clients and prospects by appointment only. Join our newsletter!
Subscribe
(240) 880-1938
Day

June 27, 2016

The Dual Roles of Money

//
Comment0
/
Categories
Money is an interesting actor that plays two roles in our lives. In the first, money equals money. It fits in a spreadsheet. It’s something to be calculated. In the other, money equals stories. It’s what we tell ourselves about...

Read More →

Politics Can Sway Investing

//
Comment0
/
Categories
It seems that in the upcoming presidential election, American voters will be faced with choosing between two candidates with the highest unfavorable ratings in history. It’s either that (at least if the parties’ national conventions go as expected), or a...

Read More →

A New Four-Factor Investing Model

//
Comment0
/
Categories
For about three decades, the working asset pricing model was the capital asset pricing model (CAPM), with beta—specifically market beta—being its sole factor. Then, in 1993, the Fama-French three-factor model—which added size and value—replaced the CAPM as the workhorse model....

Read More →

All Fiduciaries Aren’t Created Equal

//
Comment0
/
Categories
Robo-advisors have had a significant — and generally positive — impact on the financial services industry. The term typically refers to services that use models and algorithms to invest client portfolios, often in exchange-traded funds (ETFs). A benefit much touted...

Read More →

Retirement Is Scary; Plan It Out

//
Comment0
/
Categories
Retirement creates many challenges. Unfortunately, while about 10,000 Americans retire daily, the sad truth is that most people seem to spend less time planning for retirement than they do for a vacation. Anxiety regarding our futures is a common ailment,...

Read More →

Beware The Drag Of Collar Strategies

//
Comment0
/
Categories
It’s been well-documented that, in general, investors are risk-averse. This aversion to losses leads many investors to seek “tail protection” strategies. And the most direct way to obtain downside protection is to buy put options. However, purchasing volatility insurance is...

Read More →