by Justin Knapp | Nov 20, 2015 | Quarterly Newsletters & Planning Alerts, Uncategorized
3Q2015 IWM Market and Economic Review (click here)
by Justin Knapp | Nov 20, 2015 | Uncategorized
3Q2015 IWM Investment Insights (click here)
by Justin Knapp | Jun 9, 2015 | Uncategorized
Investment portfolios are generally exposed to volatility through company-specific risk and through market risk. Long-term investors can reduce exposure to company-specific risks through diversification, hedging, and other strategies discussed in this article. Read...
by Justin Knapp | May 31, 2013 | Uncategorized
“Should everyone index everything? The answer is resoundingly “no”. In fact, if everyone indexed, capital markets would cease to provide the relatively efficient security prices that make indexing an attractive strategy for some investors. All the research undertaken...
by Justin Knapp | Mar 30, 2012 | Uncategorized
The good news is Americans are living longer. But the worry for many retirees is that they’ll outlive their savings. The average life expectancy for men in the U.S. now reaches 83 years old — and women are living to age 86. Living 20 years or more beyond the...
by Justin Knapp | Jun 10, 2011 | Uncategorized
Article written by: Liz Skinner Structured notes and other derivatives products have been marketed by Wall Street as safe and secure investments. Of course, there’s safe and then there’s safe. Retail investors of all stripes have lost at least $113 billion...