Season Investments

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WEEKLY INSIGHTS

Man vs. Machine

Posted on Sep 19, 2017

I recently read Michael Lewis’ new book entitled The Undoing Project which is all about the history of behavioral economics, which is a discipline that has created a paradigm shift in my understanding of human behavior. In this week’s post we will share one of the many stories from the book and explain how it relates to investment decisions.

Up Against A Wall

Posted on Aug 29, 2017

Next Tuesday our congressional leaders will return from their August break and begin what is sure to be an exciting fall session. Among many other things, they face the start of a new fiscal year, meaning one of the top priorities in coming weeks will be budget negotiations which could culminate in a standoff between the Capitol and the White House.

Ignorance Isn't Bliss

Posted on Aug 22, 2017

Investors have been worried about rising rates and what a rising rate environment means for their bond investments. In response, some investors have concluded that it is better to hold individual bonds versus a bond fund.In today’s post, we’ll unpack why it is a misconception to believe that individual bonds are somehow less risky than bond funds.

Fear Of Missing Out

Posted on Aug 15, 2017

Since the economy and markets climbed their way out of the dredges of the financial crisis there has been an exhausting volume of work produced warning of the next major market collapse. But what about the risk of consistently rising prices? What kinds of psychological and emotional impacts do stock prices have when they just won’t quit?

The Private Equity Advantage

Posted on Aug 8, 2017

Over the past year, we have spent a good amount of time researching different options for our clients in the private equity space. In today’s post, we will look at private equity from a very high level to explain what it is exactly and why it might be a good addition to a well-diversified portfolio.

Shredding $48K

Posted on Aug 1, 2017

Running a $48,300 check through the shredder was a potent reminder of why it’s so important to pursue client relationships in which long-term financial interests are aligned between client and advisor, something that has been a priority for us since day one.

How To Think About The News

Posted on Jul 25, 2017

In his “Robcast” entitled How To Think About The News, speaker and author Rob Bell unpacks some compelling thoughts on how we might apply ancient wisdom to our modern day relationship with the news, media and the general flow of information in the digital age.

Growing Pains

Posted on Jul 11, 2017

Today, Season Investments manages around 60 accounts on the Lending Club platform where we actively select loans for our clients through our preset screening criteria. In today’s post, we will look at how these accounts have performed and what we think about this space going forward.

Winds of Change

Posted on Jun 27, 2017

Virtually every measure of valuation in the US looks historically expensive and overinflated when compared to international stocks. We believe 2017 may bring the winds of change in global equity leadership, with a shift in relative strength from US to international.

A 1031 Skeleton Key

Posted on Jun 13, 2017

A skeleton key is a type of master key that can open numerous locks. In the 1031 space, if we think of all the rules and constraints as locked doors, then today’s post is going to explain how a useful and somewhat under-utilized tool can be considered a skeleton key for unlocking all those doors and maximizing the value of an exchange.

The Power of a 1031 Exchange

Posted on Jun 6, 2017

Real estate is one of the most commonly held assets on most investor’s balance sheets. For those that have real estate investments and want to continue leaving their money invested in real estate, a 1031 exchange is an extremely powerful tool which can be used to compound higher returns on a real estate portfolio.

Full Employment

Posted on May 16, 2017

Last week a widely circulated report claimed that the country’s labor market had reached "full employment." Since the report hit the wire less than a week ago the concept of full employment has been the subject of a lot of discourse within the financial world. So what is full employment exactly, and how do we know if we’ve reached this important milestone?