by Judy Esau | Jul 10, 2013 | Market Outlook
In the past 6 weeks markets have seen a significant amount of volatility, linked almost entirely to anticipated changes in monetary policy. Specifically, the Federal Reserve Board has attempted to stimulate the economy in several ways since the recession. The first...
by Judy Esau | Jul 10, 2013 | Market Outlook, Portfolio Research, Tax Awareness
In the recent past, annuity investments were generally frowned upon by advisors, due largely to their inflexibility, fees and the use of them inside retirement programs that were already tax sheltered programs. Limitations with regard to survivorship options,...
by Judy Esau | Jul 10, 2013 | Market Outlook, Portfolio Research
Modern portfolio theory (MPT) is an approach to portfolio management with the objective to minimize the overall risk, also known as standard deviation or volatility, of the portfolio for a given expected return. Its significant implications along with its simplicity...
by Judy Esau | Jul 10, 2013 | Market Outlook, Portfolio Research
Investors looking for income frequently find it in the bond market. Bonds represent a debt obligation that the issuer promises to repay. Amateur investors commonly underestimate the risk of fixed income investments and, therefore, may not fully appreciate the benefits...
by Judy Esau | Jul 10, 2013 | Financial Planning, Portfolio Research
Asset allocation strategies can be broken down into two major categories: strategic asset allocation and tactical asset allocation. Strategic asset allocation has the primary goal of providing the best risk/return balance for a long-term investment horizon by...
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