Insights & News

  • 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...

  • December 26, 2016

    Protecting Yourself from Investment Fraud

    Recently, Federal prosecutors alleged another billion dollar investment fraud (Platinum Partners) occurred, in which investment professionals may have dramatically overvalued the assets that they held for their clients. Should all investors be worried? Is...

  • December 19, 2016

    Three Keys to Find and Keep a Good Investment Advisor

    Avoid obsessing about short-term performance. In fact, most investors should try to avoid watching the ups and downs of financial markets on anything more often than a quarterly basis. Demand simple and clear answers...

  • December 8, 2016

    The New Era of Low Expense Ratios

    After the high mutual fund fees of 50 years ago there emerged a wave of no-load mutual funds that offered investors the opportunity to invest in mutual funds without devastating sales charges. For the...

  • November 30, 2016

    Two Danger Signs of a Trading System

    Many investors attempt to find their own successful trading system or a trading system offered by someone else that can consistently beat the market. Many will believe that they have discovered this “Holy Grail”....

  • November 18, 2016

    To Minimize Taxes Resist Trades that Feel Good

    One of the most wonderful feelings is selling a recently purchased asset that has risen in price. One of the worst feelings is selling a recently acquired asset that has fallen in price. So...



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