Insights & News

  • 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...

  • June 7, 2016

    Rates v. Prices and Market Efficiency

    Informational market efficiency is the concept that financial values reflect available information. For example, a financial value is informationally efficient with respect to underlying fundamental information if that fundamental information (e.g., financial statements) cannot...

  • May 31, 2016

    Random Walks and Market Efficiency

    A financial value is a random walk if its next change in value is not related to, predicted better with or explained by, any previous changes in value. If a financial value follows a...

  • May 13, 2016

    VIX ETFs

    There are ETFs (Exchange Traded Funds) linked to the value of VIX with different direction risk and leverage. Since the VIX is a very volatile index, some of the ETFs can be extremely volatile....

  • May 9, 2016

    UPS Receives Reprieve From Threatened Pension Cuts

    Teamsters Union members, including thousands of UPS retirees, received a reprieve from threatened cuts to their pensions, when the U.S. Treasury late Friday rejected a bailout plan proposed by the Central States Pension Fund. ...

  • May 6, 2016

    VIX Trading

    VIX trading provides investors and speculators with an easy mechanism to take on long or short risk exposures to changes in the anticipated level of equity market volatility. VIX trading may seem to outsiders...

  • April 28, 2016

    What is the VIX?

    As FDR famously proclaimed: “The only thing we have to fear is fear itself”. The VIX is a market-traded measure of the anticipated volatility of the stock market as indicated by the S&P 500...

  • April 7, 2016

    ‘Customers First’ is the Byword in New Regulations to Protect Investors

    New regulations requiring financial advisors and brokers handling IRA and 401K accounts to act in the best interests of their clients were released on April 5 by the Department of Labor. Prior to the new...

  • March 15, 2016

    Closed-End Fund Discounts

    Closed-End Funds (CEFs) tend to trade at market prices that are discounted (less than) the net asset value of the shares. In some cases, a portion of these discounts reflects underpricing due to market...

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