Season Investments

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WEEKLY INSIGHTS

A Fool's Wisdom

Posted on Jan 27, 2015

No one likes to be called a fool and very few people consider themselves to be foolish, but the fact of the matter is that we all express some degree of overconfidence in our abilities or knowledge which lead to foolish decisions. What is it about human nature that makes it so hard to simply admit “we don’t know” certain things?

Swiss Surprise

Posted on Jan 20, 2015

Last Thursday the Swiss National Bank (SNB) surprised the market by announcing that it would no longer peg the value of the Swiss Franc to the Euro. The news sent the Franc soaring against the Euro while the Swiss stock market cratered. This week we look at the reasons for the peg, why it may have ended so abruptly, and what it all means for our US-based clients.

Enjoying Lower Gas Prices

Posted on Jan 13, 2015

The nature of our line of work is that we are in constant dialogue about economic and investment-related topics. Not surprisingly, the majority of questions and comments we've heard lately have been related to cheap gas prices, how long they will last and whether or not energy-related investments might represent a good opportunity.

What Lies Within Us

Posted on Jan 6, 2015

A little over 60% of Americans either regularly or occasionally make New Year’s resolutions and of those people only 8% succeed in achieving their goal. Spending less and saving more money was the third most popular resolution among Americans in 2014, as such, we will cover three helpful tips in achieving self-discipline in spending this week.

Russia Hits The Panic Button

Posted on Dec 16, 2014

Although we are experiencing smooth sailing here at home, it’s important to realize that this is not the case when looking abroad. A handful of emerging economies are reeling in the face of collapsing oil prices with perhaps the most tenuous situation being found in Russia.

Burning A Hole In Our Pockets

Posted on Dec 9, 2014

Why do we all have such an innate desire to spend money? For many of us, it is as if money literally burns a hole in their pocket as it is spent faster than it can be accumulated. The desire to spend money and acquire things comes from an innate desire to boost our self-esteem.

Oil's Winners & Losers

Posted on Dec 2, 2014

The recent collapse in oil prices is quickly becoming one of the most important macro developments of the year – and with it plenty of winners and losers are being made. We wrote about the downward trend in oil back in October after the price had dropped by 25% into the mid-80’s and now we revisit the topic at prices yet another 25% lower in the mid-60’s.

A Lifelong Commitment

Posted on Nov 18, 2014

Something to consider before pulling the trigger on a permanent policy is that it is a long-term commitment. Think of it as a marriage, not a high school fling. The majority of the investment value in a whole or universal life policy will be realized only after the age of the policy can be measured in decades rather than years.

Insurance or Assurance?

Posted on Nov 11, 2014

Life insurance is one of those topics that not many people like to talk about. That being said, life insurance can still play a vital role to most people’s financial plan. For this reason, we have decided to write a two part series unpacking various life insurance products and explaining why they may or may not be a good fit for some people.

ARCP Goes On Sale

Posted on Nov 4, 2014

Last Wednesday ARCP triggered a selling frenzy when it announced that it needed to re-state its first and second quarter financials. The stock plummeted on the news, presenting a compelling buying opportunity.

Nearing Depletion

Posted on Oct 28, 2014

Nearly 2 years ago we wrote about how P/E expansion through cost-cutting and share buy-backs were the tailwinds driving the stock market higher. Since then we have seen more of the same as growth in earnings has vastly outpaced sales, but how sustainable is this tailwind going forward?

Oil's Macro Shift

Posted on Oct 21, 2014

October has been a rough month for the broader stock market but an even rougher month for energy related investments as the price of oil has dropped precipitously. These kinds of drastic changes in the price of oil create a multitude of downstream effects in the global economy.