You may have heard news reports recently about the controversy on Wall Street over high-frequency trading. Though the practice isn’t new, it has received fresh attention in recent months as multiple regulatory agencies have launched investigations of high-frequency trading (HFT)…Read More
We held an educational lunch seminar on June 4th, hosted by PIMCO, and the responses from those who attended have been very positive. We plan on providing more of these in the future for small groups. Here are some highlights……Read More
The Federal Reserve’s actions over the next year could be important to bond markets, particularly if and when the Fed decides to increase its target interest rate. Since bond prices typically move in the opposite direction from yields, rising bond…Read More
The Wealth Management System that tracks and summarizes your financial world now has the ability to send you email alerts. You can setup an alert if your cash gets too low, if you exceed your budget, you incur a large…Read More
Warren Buffett is famous for his annual shareholder letter from Berkshire Hathaway. He often explains complex financial concepts in simple, sometimes humorous terms. In over 30 years of such letters to investors, Buffett has rarely even mentioned gold. He changed…Read More
I often joke that few people I meet have a strong understanding bonds because 1) bonds are boring and 2) bonds are complicated. ‘Boring and complicated’ don’t make for good movie scripts, book plots, or cocktail hour conversations. My objective…Read More
This is an extremely important question that requires a fundamental understanding of the relationships between companies and their investors and of risk and return. If you get a handle on these concepts, you will have a better idea for how…Read More
