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Portfolio Management

Stock Analysis and Research

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Covered Call Options

The use of "covered call" writing is an investment strategy that offers the INVESTOR (as opposed to the speculator) several advantages of stock ownership. First, the use of a covered call strategy offers downside protection and secondly the call option generates cash flow. Here's how it... more

Investment in Mutual Funds

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Why you should hate Mutual Funds?

For decades, mutual funds were the favored investment vehicle for the majority of the investing public. The primary reasons for their attractiveness are the simplicity in executing the investment ("all I do is place one call to my broker and I own all these stocks") and the perceived diversity... more

Asset Allocation

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Should You Invest in the Stock Market or in Real Estate?

By Paula Pant Investing is part of any healthy financial plan. But if you're new to the game, it can be overwhelming and intimidating. Where do you start? What do you even invest in? Should you try the stock market? Are you ready to invest in real estate? There are pros and cons to both options... more

Exchange Traded Funds (ETFs)

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Are ETFs the Investing Wave of the Future?

Are exchange traded funds (ETFs) the investing wave of the future? The short answer: yes. The ETF market has grown tremendously in the last 5 years. Here are a few good reasons: 1). ETF's have the trading flexibility of a stock, as well as the diversification similar to a mutual fund... more

International Investing

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Is China a Currency Play?

Since the beginning of this decade, China's booming economy, fueled by large inflows of foreign direct investment (FDI) and rapid export growth, has emerged as a significant force in the global economy. In 2003, China surpassed the United States as the world's largest recipient of FDI,... more

Bond Investments and Risk

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3 Ways to Get Your Portfolio Ready for Ebola, ISIS, or the Next Crisis

Between ISIS and Ebola, it seems like the world is in crisis. How can you prepare your investment portfolio to withstand anything? Between ISIS, the Ebola outbreak, Russia in the Ukraine and a persistently weak Europe, it might sometimes feel like the worlds, and your portfolio, are in... more

Socially Responsible Investing

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Socially Responsible Investing: Putting Your Money Where Your Heart Is

Socially responsible investing (SRI) has been around in some form for more than 200 years, but it has become more prominent in the investing scene in the last 40. It's a way for individuals, corporations and institutions to merge their investing with their values. It empowers investors to 'vote'... more

Alternative Investments

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Employee Stock Options: Investing and Mitigating Risk

For clients who are employed in some capacity by a publicly traded company (and occasionally private companies), there may be the opportunity to receive stock options from your employer. These options are somewhat different from the options we may employ in your portfolio to either hedge or... more

Investment Strategy

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Retirement and Risk: The Difference Between Tolerance and Capacity (and Why You Need to Know It)

When we think about recipes for well-funded retirement plans we often start with some basic concepts. One of them is that investments are at the root of preparing for our post-work years. Packed into our investment portfolios, however, is a separate consideration — one that's... more

Hedge Funds For Investors

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Come Out, Come Out, Wherever You Are

Hedge funds are going mainstream. If you've heard the term 'hedge fund' but never wondered aloud, lest your ignorance show, here's the update on what's new in that secretive world. Billed as the Billionaire's Secret to Investing, participating in hedge funds (HFs) is the new average guy's avenue... more

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