All About IPOs
January 13, 2015  | By Kevin Smith

Maybe you’ve heard someone talking about investing in “a hot new IPO” and wondered what all the fuss was about. Or maybe you’ve heard about a company “going public” and thought about whether you should invest in it. If you’re…Read More

What does a -1.62% decline in the S&P on September 25th tell you?
September 26, 2014  | By Kevin Smith

It seems that whenever the daily price change of the stock market exceeds plus or minus 1%, the news headlines provide us with an indication that we should panic or rejoice. As you can see in the chart of daily…Read More

What do insurance companies invest in?
September 24, 2014  | By Kevin Smith

It is important to keep in mind what insurance companies are actually investing in when considering the features of annuities and cash value life insurance contracts. According to a paper published by the Federal Reserve Bank of Chicago in April…Read More

Why News Headlines Drive Investment Behavior
June 11, 2014  | By Kevin Smith

The following is an excerpt from an article recently written by Jim Parker of Dimensional Fund Advisors. He examines the human instinct to link recent global news events to stock market performance. Understanding how our brains are wired can make…Read More

High-Frequency Trading: Unsafe at Any Speed?
June 6, 2014  | By Kevin Smith

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

Highlights from PIMCO Lunch-and-Learn
June 5, 2014  | By Kevin Smith

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