Season Investments



The Long Hike

Posted on Aug 26, 2014

As we recently explained in An Update On The Fed, now that quantitative easing is on its way out the focus has shifted to when the Fed will begin to hike short-term interest rates. It’s hard to believe, but it is going on six years now since former Chairman Ben Bernanke took short term rates down to the zero bound.

Average Isn't Good Enough

Posted on Aug 19, 2014

We often hear advice on how to save and invest, but not a whole lot of attention is given to how to stick with our savings and investment plans through thick and thin. Emotions can reek havoc on our investment returns and lead to inadequate returns for the "average investor."

Red Flag On The Margin

Posted on Aug 12, 2014

We have written a couple of times in recent weeks about some warnings signals flashing for stock market investors. This week we take a look at NYSE Margin Debt.

The Debtor's Merry-Go-Round

Posted on Aug 5, 2014

The recent memory of a nationwide housing collapse continues to keep home ownership rates down while putting upward pressure on rents, which are now growing faster than wages. If left unchecked, this could spell disaster for young professionals who are trying to keep their head above water and get off the debtor's merry-go-round.

Long In The Tooth?

Posted on Jul 29, 2014

If you do a simple google search of “market long in the tooth” you’ll discover how widely used this phrase can become once a market has been in a steady uptrend for a significant period of time. But when someone asserts that a bull market has grown long in the tooth what exactly are they trying to say?

The Last Truck

Posted on Jul 22, 2014

Much of the research coming across our screen in recent days has highlighted the potential potholes in the road ahead for investors. More and more pundits are calling the structural integrity of the bridge into question, and people are beginning to guess how many more trucks might be able to cross before the whole things starts to crumble.

An Update on the Fed

Posted on Jul 15, 2014

Janet Yellen is presenting the first of two days of testimony to Congress in which the Federal Reserve Chair will deliver prepared comments that is followed by grueling questioning. All eyes and ears are fixed on any additional guidance and insight Ms. Yellen might provide into when and how the FOMC might begin to shift its policies.

The Capitalist Dilemma

Posted on Jul 8, 2014

Over the past couple years, much attention has been given to the wealth gap here in the United States and around the rest of the world. The question we must ask is whether the current gap between the “have’s” and the “have not’s” creates a fundamental problem for our society and if so, how do we fix it?

Peer-To-Peer Is Here!

Posted on Jul 1, 2014

After over a year of due diligence on peer-to-peer lending, we are happy to announce a new managed account offering for our clients on the Lending Club platform. For those that are still somewhat unfamiliar with peer-to-peer lending, we will review the industry and the lending process in this week’s Insight.

Ignorance Is Bliss

Posted on Jun 24, 2014

This week we wrap up our four part series on the harmful effects of news consumption. We look at one of the aspects of Warren Buffett's investment success and two reasons why news can hinder rather than help investors in reaching their investment objectives.

Side Effects May Vary

Posted on Jun 17, 2014

This week we finish looking at the last five dangers of news consumption outlined in Rolf Dobelli's research paper Avoid News: Towards A Healthy News Diet. At the root of it all, we must all understand that news outlets and the media in general are all in the business of making money rather than the more altruistic goal of creating a more informed public.

The Cost of Paying Attention

Posted on Jun 10, 2014

Last week we introduced a four-part Weekly Insight series on how the regular consumption of news might actually be detrimental to decision making. We covered the first five “toxic dangers” of news as laid out in Rolf Dobelli’s research paper entitled "Avoid News: Towards a Healthy News Diet" and this week we will cover the next five dangers.