Season Investments

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WEEKLY INSIGHTS

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.

Crude Chaos

Posted on Oct 14, 2014

Chaos theory is extremely applicable to the world of economics, capital markets and public policy. If the economy is a pool of water, every decision made by every individual, corporation and policy maker is a pebble (some larger than others) creating its own individual ripple effects.

Exercise Your Options

Posted on Oct 7, 2014

Knowing how to wade through the plethora of college savings vehicles can be difficult. In this week’s Insight we bring some clarity to the topic by unpacking three of the most commonly-used options.

Saving For College?

Posted on Sep 30, 2014

As parents, we all want the best for our children and part of that includes giving them opportunities for success in life. Although we think it is a good and noble idea for parents to pay a portion if not all of a child’s education, it is not a necessity and other savings goals should be met before venturing down this path.

Young Buffett's Wisdom

Posted on Sep 23, 2014

Few would argue that Warren Buffett is one of the greatest investors of our time. Some might guess that a younger, less experienced Buffett managing a hedge fund might have a drastically different investment philosophy than the sage we know today, but is that the case?