Insights & News

  • Pensive-Business-Man August 1, 2017

    Investment Taxation Uncertainty

    by Donald R Chambers President Trump has proposed numerous tax changes that could affect investment income and investment decisions. Proposed tax changes that relate directly to investment income taxation include elimination of the estate...

  • Watch July 12, 2017

    Part 7: Market Timing and Putting it all Together

    Part 6 discussed four common types of investors whose strategies varied from betting on price trending, to betting on price reverting. This part tries to develop conclusions regarding these complex issues and which strategies...

  • Analyzing-Market July 5, 2017

    Part 6: Market Timing and Four Types of Investors

    Part 5 of this series implies a scary conclusion: investors as a group, and buy-and-hold investors in particular, will tend to have their highest percentage allocation to equities when the equity market is topping...

  • Balance June 28, 2017

    Part 5: Market Timing and Market Equilibrium

    Part 4 discusses the effects of rebalancing in various markets but does not provide insight that can help an investor evaluate the different portfolio risk-management approaches. This part takes a look at the concept...

  • Direction June 21, 2017

    Part 4: Market Timing – Portfolio Rebalancing as Market Timing

    In Part 3, portfolio rebalancing was discussed as a method of keeping a portfolio’s risk stable – and presumably matched to an investor’s stable tolerance of risk. For example, an investor targeting a moderate...

  • Buy-Sell-Hold June 14, 2017

    Part 3: Market Timing – Buy-and-Hold, Speculation and Risk Management

    Consider a simple portfolio of stocks and low-risk bonds. For the purposes of this discussion it is reasonable to measure this portfolio’s risk as being the percentage of the portfolio that is in equities....

  • Equity June 7, 2017

    Part 2: Market Timing – Short Term (Daily) Equity Market Timing

    The shortest trading interval that most ordinary investors (as opposed to high frequency trading firms) consider is daily – primarily because many mutual funds can be traded with little or no trading costs at...

  • 5-Questions-with-Tyler June 5, 2017

    5 Questions With Tyler

    You’ve appeared on CNBC, Fox Business and Bloomberg an estimated 50 times, what’s it like to be a media darling and so sought after for your financial insight? When we started Biltmore Capital Advisors...

  • Market-Chart May 31, 2017

    Part 1: Market Timing – The Long and Short of It

    This seven-part series discusses market timing from the perspective of an ordinary investor. The series focuses on equity-market timing – although much of the content could be applied to other markets such as bonds,...

  • Economic-Factors May 24, 2017

    Conclusions about 10 Economic Factors

    Two notable factors are missing from this series of ten economic factors: aggregate demand and natural resources. The dominant thought among academic economists is that aggregate demand for goods and services both by government...

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