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Housing Slowdown Ahead?

It’s hard to overstate the importance of consumer, investor and business confidence to the health of the overall economy. All of this, in large part, is an aggregate reflection of how people feel. And judging by economic numbers as a whole, people have been feeling pretty good over the past few years. http://www.seasoninvestments.com/insights/housing-slowdown-ahead/

Is Cryptocurrency A Bubble?

In the same way that an escalating price does not validate cryptocurrency as legitimate, a collapsing price does not necessarily reveal it to be a fraud. Its long-term staying power will be determined by a whole host of other aspects in addition to investor sentiment and price behavior. http://www.seasoninvestments.com/insights/is-cryptocurrency-a-bubble/

Having Your Cake & Eating It Too

In order to generate returns in excess of the risk free rate (think FDIC insured savings accounts at banks which are as close to “risk free” as you can get), one will have to take on some degree of risk, which could lead to a loss of principal. As the saying goes, “you can’t have your cake and eat it too.” Or can you? http://www.seasoninvestments.com/insights/having-your-cake-and-eating-it-too1/

Ignorance Isn't Bliss

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. http://www.seasoninvestments.com/insights/ignorance-isnt-bliss/

Shredding $48K

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. http://www.seasoninvestments.com/insights/shredding-48k/

A 1031 Skeleton Key

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. http://www.seasoninvestments.com/insights/a-1031-skeleton-key/

The Power of a 1031 Exchange

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. http://www.seasoninvestments.com/insights/the-power-of-a-1031-exchange/

Going Green

Unfortunately, renewable energy has become a partisan issue which receives support from those on the left and pushback from those on the right. In today’s post, we are going to make the argument for one particular renewable energy investment which satisfies both the moral and economic agendas on both sides of the party lines. http://www.seasoninvestments.com/insights/going-green/

Bubbles!

If you are an investor, you are most likely familiar with the term “bubble” as it pertains to investing. Twenty years ago this was not the case, but today we are all too familiar with the term. The problem we now face is that everyone is hyper-aware of bubbles to a point where there is a bubble boogeyman around every corner. http://www.seasoninvestments.com/insights/bubbles/

An Alternative to Buy-And-Hold

We field many questions about the potential value-add of a tactical allocation strategy over a more static buy-and-hold approach. Ultimately, there are a number of different ways to solve the retirement puzzle. Buy-and-hold investing is one perfectly legitimate strategy, but it is not a one-size-fits-all solution that every investor should follow. http://www.seasoninvestments.com/insights/an-alternative-to-buy-and-hold/

The Dennis Rodman Effect

Dennis Rodman was a game changing player on the basketball court even though he was sub-par (at best) when it came to scoring. One could argue that the Pistons went from being a good basketball team to a championship team with his addition. Sometimes the whole is greater than the sum of the parts. http://www.seasoninvestments.com/insights/the-dennis-rodman-effect/

Are We In Another Housing Bubble?

Home prices on a national basis have been on the rise for over four years now. This past June marked the 50th consecutive month of year-over-year national home price appreciation. With all of this positive momentum and the memory of the last housing crisis still fresh in everyone’s minds, many are wondering whether we are in yet another housing bubble. http://www.seasoninvestments.com/insights/are-we-in-another-housing-bubble/

The Right Stuff

Charlie Munger is unarguably one of the most well-respected and successful investors of our time. With wit and wisdom that are second to none, and a straight shooter style of communication, he is one of the most carefully studied and oft-quoted personalities in our industry. http://www.seasoninvestments.com/insights/the-right-stuff/

Anything But Boring

Today’s Insight is the third post we’ve written on VEREIT (ticker: VER). When we first wrote about and purchased the stock we included the caveat that “any number of things could create another wave of negative sentiment that could send the stock even lower.” Today we look back at what has happened since our initial purchase and what the future might hold for VEREIT. http://www.seasoninvestments.com/insights/anything-but-boring/

The Year of Meh

According to Wikipedia, the word Meh is the verbal equivalent of a shrug of the shoulders. This word perhaps perfectly encapsulates the feelings most investors have toward their returns in 2015. http://www.seasoninvestments.com/insights/the-year-of-meh/

The Importance Of A Battle Plan

For those of you who have been working with us for any amount of time you know that philosophy, process and discipline are extremely important to how we manage money. We firmly believe that there is no silver bullet when it comes to investing. http://www.seasoninvestments.com/insights/the-importance-of-a-battle-plan/

Escaping the Rat Race

Because so much emphasis is put on how to make money rather than how to keep the money you make, a lot of people fall prey to the rat race of working their entire lives but never feeling a sense of freedom to pursue their dreams and desires. http://www.seasoninvestments.com/insights/escaping-the-rat-race/

The Better Part of Valor

In Shakespeare’s Henry IV, Falstaff survives a battle by pretending to be dead and justifies his deception by rationalizing that, “The better part of valor is discretion.” While this line was intended to be tongue in cheek, there is certainly some truth to the statement in that courage finds a better companion in caution than in recklessness. http://www.seasoninvestments.com/insights/the-better-part-of-valor/

Swimming Naked

The current drama unfolding in China has many of the same characteristics of a classic bubble (see Dutch Tulip Mania, the Roaring 20’s, or the Internet Bubble as a couple examples), but with a couple key differences that may end up creating some long-term repercussions for China. http://www.seasoninvestments.com/insights/swimming-naked/

Hindsight Isn't 20/20

Everyone has heard the phrase, “hindsight is 20-20” and most believe this to be a true idiom, but in actuality our brain plays a very powerful role in shaping how we experience the world and remember the past. This fact has potentially dangerous implications when it comes to investing. http://www.seasoninvestments.com/insights/hindsight-isnt-2020/

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