Insights & News

  • July 19, 2016

    Taxes on Investment Income and Social Security

    Perhaps the most highly taxed US citizens are middle-income social security recipients. Consider a retired couple earning $32,000 per year before including investment income. For each dollar of investment income the couple is taxed...

  • July 12, 2016

    Market Volatility can be Predictable

    Market volatility, often measured as the standard deviation of stock market returns, varies from low levels during calm economic times to high levels during periods of great economic uncertainty or market distress. Volatility can...

  • July 5, 2016

    Optimal Diversification

    Diversification is one of the most important and reliable methods of enhancing risk-adjusted investment performance. Diversification occurs when assets with imperfectly correlated returns are combined into a portfolio. Diversification reduces risk and can do so...

  • June 28, 2016

    Tail Risk Matters

    Tail risk is the chance of extremely large losses. Systematic tail risk is the chance of extremely large portfolio losses due to large declines in one or more major financial markets, especially equity markets....

  • June 21, 2016

    Risk when Correlations Go to One

    A popular expression after the financial crisis of 2007-2009 was “correlations go to one”. What that means is that, in periods of great financial distress, many securities fall dramatically in price at the same...

  • June 13, 2016

    THE ABCs of ALTERNATIVE INVESTMENTS

    What is an alternative investment? There are many ways this question can be answered. Alternative investments are often described as any investment that is not a traditional investment such as a stock or a...

  • June 13, 2016

    HOW TO ALLOCATE ASSETS PRUDENTLY

    Asset allocation is the process by which an investor selects asset classes and decides how much to invest in each class such as domestic equities, international equities, real estate, taxable bonds, municipal bonds, money...

  • June 13, 2016

    HOW TO SELECT A CLOSED END MUTUAL FUND

    In a previous article named “The ABCs of Closed End Mutual Funds” I discussed the basic differences between closed end funds and ordinary open end funds including the key concept that closed end funds...

  • June 13, 2016

    THE ABCs OF CLOSED END MUTUAL FUNDS

    Most investors are familiar with open end mutual funds because these are the common type of mutual funds that have been offered for decades by major investment companies. Few investors are familiar with a...

  • June 13, 2016

    GETTING THE MOST OUT OF DIVERSIFICATION

    Diversification is one of the most important and reliable methods of enhancing risk-adjusted investment performance. But can we diversify in a way that gives our portfolios the best reductions in risk? In this article...

Archive

Tags

2010, 401K, adp report, Advisors, Alexandra Twin, alternative investments, annuity, asset classes, asset management, Associated Press, away, banks, BCA, BCA. Biltmore Capital, Ben Bernanke, Best Week, Biltmore, Biltmore Capital, Biltmore Capital Advisors, Brand, Brand Recognition, Business, Call, CFP Princeton, changes in market price, Chief Investment Officer, closed end funds, CNBC, CNBC Halftime Report, CNN, CNN Money, CNNMoney, CNNMoney.com, collar stock, college grads, Consumer Confidence Report, correlations, Covered, Covered Call Options, credit ratings, customized investment strategies, Dean, donald chambers, Dow Jones, dr don chambers, drop, Early, easy trading, economy, Edge, efficiency, end, equilibrium, equity trading, etf, etf trading, ETFs, euro, Europe, Europe debt, European debt crisis, family office approach, Financial, financial advisor, financial crises, financial distress, financial management, financial security, financial strategies, Ford, Fox, Fox Business, fund manager, futures contracts, Gains, General Motors, Global, global market, Global stocks, groupon, halftime report, Herbert Lash, Home Sales, housing market, IDEAS, initial public offering, Instant View, investment strategies, Investors, IPOs, IRA, Jilian Mincer, Jonathan Cheng, KANA INAGAKI, key, large losses, long risk exposure, Los Angeles Times, make money, making money last, Manufacture, Manufacturing, Market, market news, market price, market volatility, Markets, marketwatch, MICHELE MAATOUK, Mike Miliard, Molly Vernon, money, Money Manager, money managers, nassau club, New Jersey Advisors, New York Times, NJ, NJ advisors, NJ financial advisors, NJ money manager, NJ wealth advisor, NJ Wealth Advisors, oil slide, Options, options strategies, Outlook, outperformance, Pending, personal financial services, personal risk analysis, Play, portfolio manager, Potfolio Manager, Princeton, Princeton Advisors, Princeton asset management, princeton financial advisors, Princeton Money Managers, Princeton wealth advisor, private wealth management, rally, recession, Recognition, registered investment advisor, Registered Investment Advisory Firm, retirement, retirement strategy, return, returns, Reuters, reward, RIA, RIA Princeton, Risk, risk exposure, riskier, rmd, safer, saving taxes, SEC-registered, Seeking Alpha, short risk exposure, Shudder, signals, skype, social security, social security benefits rules, star ledger, Stephen Bernard, Stock, stock market, stock market returns, stock market winners, stock option strategies, stock price, stock prices, stock research, stock strategy, Stock Volatility, Stocks, structured notes, Stuart Day School, swine flu, tail risk, Tax Advantaged Investments, taxes for social security, taxes on investment income, The Dean, The Wall Street Journal, Thomson, Thomson Reuters, Tick, Tim Ralph, Timothy Ralph, Today, Tony Roth, Trading, Tyler, tyler vernon, U.S., U.S. dollar gains, U.S. Stock, unemployment, USA, USA Today, VIX, volatility, Wall Street, wealth management, wealth manager, wells fargo, world market, worth, Yahoo, Yahoo Financial,