Categorized Archives: General

The Cost of Retirement Isn’t Rising?


Posted in: Economics, General, Stock Market, Thought of the Week

Our Chief Strategist, Mike Sorrentino, wrote an article that addresses the decision by the U.S. government to not give a Cost of Living Adjustment (COLA) in 2016 to 65 million Social Security recipients. As Mike states, Congress has sided with the Fed in this war on seniors and savers, and their combined policies have changed the […]

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Annual Returns Tell Investors Very Little


Posted in: Economics, General, Stock Market, Thought of the Week

This week’s Thought of the Week was written by our Chief Strategist, Mike Sorrentino. Mike talks about how unrealistic it is to use one year as a benchmark for investment performance. For instance, Warren Buffett’s company Berkshire Hathaway has outperformed the S&P 500 by over 1 million percentage points, and more than doubled its compounded annual gains. However, […]

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While I Was Away…


Posted in: Economics, General, Stock Market, Thought of the Week

This week’s Thought of the week was written by our Chief Strategist, Mike Sorrentino. Some of the biggest losers in the past few weeks have been in the biotech sector. This selloff occurred after Hillary Clinton posted her concerns on drug pricing via Twitter. This is the perfect example of how emotions rule short-term movement in equity prices. […]

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Market Call – Q3 2015


Posted in: Economics, General, Stock Market, Thought of the Week

This week our Chief Investment Officer, Chris Bertelsen, shared some of his thoughts on the third quarter of 2015. Chris covered the following topics: Global equity & fixed income markets continue to experience volatile swings Is there anything new happening? Is this normal? What can we expect going forward? The call is about 14 minutes […]

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How And When to Invest In Commodities


Posted in: Economics, General, Stock Market, Thought of the Week

Our Chief Strategist, Mike Sorrentino, wrote an article explaining his approach towards commodities as a long-term investment. The biggest problem with commodities is that many have been decimated in recent years. This is due to the fact that there is weak demand and ample supply. Any time commodity prices remain low for an extended period of […]

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Does The U.S. Debt Situation Pose Risk To Your Portfolio?


Posted in: Economics, General, Stock Market, Thought of the Week

This week our Chief Strategist, Mike Sorrentino, wrote a fantastic article explaining how the current debt in the U.S. (currently at $18 trillion) can potentially impact your investment portfolio down the road. Mike stresses that we are not even close to being the next Greece or Argentina. Our debt situation is very unique and can be very […]

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Five Lessons Learned From Last Week’s Volatility


Posted in: Economics, General, Stock Market, Thought of the Week

Our Chief Strategist, Mike Sorrentino, wrote an article explaining five important lessons to be learned from the increased volatility in the market these past couple of weeks. The main lesson to be learned here is to assess a situation from a fundamental perspective the next time emotions take the reins in the market. You must have […]

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It’s Back…


Posted in: Economics, General, Stock Market, Thought of the Week

Mike Sorrentino, our Chief Strategist, wrote an article that explains what conservative investors are going through at the moment with all of this market volatility. They have three options: go to cash, hide in ultra-low volatile investments, or accept some level of volatility. The problem with cash and ultra-low volatile investments is that you are […]

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The Shame Game


Posted in: General

The globalized age of the Internet has deepened an already uncomfortable fact of human society: shame. There is dissent over how much peer pressure can motivate, and, of course, this can include pressures over retirement preparations. In one study, nearly a third of respondents said they made positive financial decisions based on how they felt about falling behind their peers in savings and salary

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You Say Tomato, I Say Tomato


Posted in: Economics, General, Stock Market, Thought of the Week

We finally saw our first “correction” in over four years. Our Chief Strategist, Mike Sorrentino, wrote a fantastic article that sums up this crazy week in the market. Ultimately the cause of the correction came from China, commodities, and the Fed. As Mike mentioned last week, the volatility the past two weeks is being driven by fear […]

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