Eric Linser, CFA | Jan. 25, 2010
It is the time of year when market pundits offer predictions for how the coming year will pan out. Such forecasts should always be taken with large grain of salt, given the dynamic nature of markets and the inherent unpredictability of the future. Moreover, successful investing requires flexibility, humility and openness to a range of possible outcomes. This mindset is particularly important in the present environment, given more ...
Tax Tips for Year-End, Rebalancing, Black Friday
Eric Linser, CFA | Nov. 25, 2009
"When Black Friday comes I'll collect everything I'm owed and before my friends find out, I'll be on the road." - Black Friday by Steely Dan
Funny how the day after Thanksgiving is called Black Friday, yet Steely Dan was singing about the '87 crash. Well for retailers, it's make or break time. It's an important time for more ...
Phil Diamond, CFA | Sept. 8, 2009
TIPS are much in the news these days and also in the hearts of many investors. Is this the right approach? That depends. If you are looking at TIPS as a long-term hedge against inflation, then TIPS make a lot of sense, nearly all the time. As a tactical move, in anticipation of nearby inflation, we’re not so sure.
Let’s take a step back and look at TIPS before we go forward. TIPS, or Treasury Inflation-Protected more ...
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