Print
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 ...
Disclaimer: All articles are for informational purposes only and do not constitute offers/solicitations to sell or purchase any security or investment product or service; this information is provided solely for your personal use and is not intended to be investment advice; all investments are subject to risks, including possible loss of the principal amount invested; diversification does not protect against a loss in a declining market or ensure a profit; stocks of companies in emerging markets are generally more risky than stocks of companies in developed countries; foreign investing involves additional risks including currency fluctuations and political uncertainty; prices of mid- and small-cap stocks often fluctuate more than those of large-company stocks; investments in bonds are subject to interest rate, credit, and inflation risk; past performance is no guarantee of future results; nothing constitutes tax or legal advice; investment products described herein are not bank deposits; are not insured by the FDIC or any other governmental entity; are neither obligations of, nor guaranteed by Green Valley Wealth Advisors, LLC. We are not responsible for the accuracy or content on third party websites; any and all links are offered only for use at your own discretion; and our privacy policies do not apply to linked websites.
