Insights & News

  • graph April 6, 2017

    Economic Factor #6: Biorhythms

    I am often surprised when I watch a very successful sports team suddenly go on a losing streak even though the players have remained healthy and the team’s strategies are unchanged. Coach Joe Paterno...

  • April 5, 2017

    Webinar on Balancing Risk and Return Through Asset Allocation – The Top Down Approach

    If you missed the recent webinar on “Balancing Risk and Return Through Asset Allocation, Part I: The Top Down Approach,” presented by Dr. Donald R. Chambers, Chief Investment Officer and a leading expert on finance...

  • DemographicsBiltmore March 29, 2017

    Economic Factor #5: Demographics

    I think that the Baby Boom generation demonstrated the power of demographics to alter the path of an economy. As that population bubble worked its way through time, its effects can be measured. Schools...

  • assetallocationwebinar March 14, 2017

    Biltmore Webinar: Balancing Risk and Return Through Asset Allocation – The Top Down Approach

    Join us for a Webinar, Tuesday, March 28th: A Live Webinar Event How does your financial advisor make decisions about the assets in your portfolio?  How do these asset allocation decisions affect the risk...

  • INOReg March 10, 2017

    Economic Factor #4: Innovation and Regulation

    In my years of teaching at the college level, I have noticed that U.S. students do not work as hard as foreign students. But I have also noticed a persistent tendency of U.S. students...

  • Cron February 22, 2017

    Economic Factor #3: Cronyism

    Undoubtedly, one of the primary factors of economic performance is the extent to which governments exercise or permit cronyism. Government cronyism is when a government favors some businesses over others, or favors the business...

  • Tyler Vernon February 6, 2017

    UPS Fourth Quater Report

    UPS reported quarterly earnings and revenue that missed analysts’ expectations. The company announced fourth quarter earnings per share of $1.63 on revenue of $16.93 billion, versus a target of $1.69 per share on revenue...

  • images January 31, 2017

    Economic Factor #2: Monetary Policy

    Monetary policy in the U.S. primarily reflects the current and prospective actions of the Federal Reserve with regard to money, interest rates and credit. The Federal Reserve Act of 1913 established the Federal Reserve...

  • Tyler Vernon January 24, 2017

    UPS News: Weathering Transitions With Advisory Firms

    We hope you are enjoying the start of the new year.  In the asset management and advisory business, sometimes individual advisors will move firms for various reasons and at that time, clients have some...

  • download January 9, 2017

    Ten Factors that Drive the Performance of an Economy: Factor One Fiscal Policy

    Have you ever wondered what caused the Great Depression of the 1930’s or the recent Great Recession? Have you ever wondered what caused the economy to recover from each of those terrible declines? Economists...



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