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A 17-Year-Old Asked Me About Trading Options The title isn’t a hypothetical folks, it happened last week! My kids are typical, they ride their bikes up and down my street, trying to actively take years off of mine and Christina’s lives with their lack of discretion towards danger. Alas, we call in reinforcements from time...
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by Kevin Kern After 5 months of home confinement, dozens of ZOOM meetings and rearranging the furniture my wife Sheila decided we needed to get out of the house.  Before I knew enough to protest, we were on a plane to “Big Sky” country and Yellowstone National Park.  Normally I would have jumped at this idea...
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Easy Come, Easy Go Happy Labor Day everyone! Today, we all get a well-deserved day off, but that doesn’t stop the need for real news without the noise. Especially after last week. Volatility came back into our lives after a seemingly endless climb to record highs for US Stock indexes. For many, their fear meters...
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Kamala Harris is the VP pick, is the market going to crash now? I have spoken to many of you over the past few weeks about your fear of a market correction based on the outcome of the presidential election. When I am looking at my own accounts and portfolio, I think about the same...
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“There’s no dollar sign on a peace of mind, this I’ve come to know…” Zac Brown Band There are many factors that go in to managing a portfolio. While quantitative factors lead the charge and are obviously important, there are a number of cognitive aspects. The ability to read and fully understand the whole picture...
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Fixed Income yields have declined rapidly in 2020 and many investors are not fully aware how little their ‘traditional’ Fixed Income portfolio likely yields. Two main forces account for this common misunderstanding. First, fixed income yields have moved dramatically and quickly in 2020 because of record low Treasury interest rates and relatively tight credit spreads....
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by David Lieberman Managing Partner, Portfolio Manager We have often covered the realities of the media’s natural bias to oversell a catastrophe in the interest of generating more traffic. Initially, the media missed the opportunity to report how likely Covid-19 was to become a worldwide pandemic and catastrophe. But the media is now working on overdrive...
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by Paul Broughton Within just a mere few days in early March the U.S. went from economic expansion and record low unemployment to a severe, deep contraction and record high unemployment. The S&P 500 reflected this by falling about -34% from its high on Feb 19th to the March 23rd low. And since that low the...
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by Dr. Charles Lieberman Chief Investment Officer Everyone is naturally fixated on the daily news on the Covid-19 pandemic and the economic repercussions. We know the news will remain horrific on both fronts for at least a few more weeks. But we also have good reason to expect most people who contract the virus and the...
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By:  Dr. Charles Lieberman, CIO and Dr. JoAnne Feeney, PM CLICK HERE TO DOWNLOAD BOOKLET The meltdown in the markets and the economy seem to be happening at warp speed. How can this be put to bed, so Americans can have a sense that the crisis will end? The policy needs seem reasonably clear. Policymakers...
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