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What I learned about Bulls while vacationing in Jackson Hole, WY

10 Things to Understand about Bulls: Insights from the Jackson, WY Rodeo 1. Bulls can be tough to ride for 8 seconds, even for experienced cowboys. Lesson for Investors: Bull markets will try and buck you off.  Hold on tightly. 2. Bulls are larger than bears. Lesson for Investors: Bull markets will typically last longer than bear markets.…
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What I learned about Bears while vacationing in Jackson Hole, WY

Lessons for stock market investors: 13 Things to Understand about Bears 1. There are lots of signs in Grand Teton and Yellowstone National Park that read “Be Bear Aware.” Lesson for Investors: Even when things look great, bear markets come with the territory. 2. Every local has bear stories to share. Lesson for investors: If…
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Amazon Revisited A New Dutch East India Company or Bernanke’s Mississippi Bubble Stock? Part II

Special Report – Amazon.com Inc. (AMZN)

A New Dutch East India Company or Bernanke’s Mississippi Bubble Stock?FinTrust Brokerage Services Equity Research July 24, 2017 *Please see important certification and disclosure information at the bottom of this page. Download PDFIndustry: Wholesale Distribution GICS Sector/ Sub code: Electrical Apparatus and Equipment / 5063 Company Summary: Founded in 1994, Amazon.com opened its virtual doors…
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Retirement Plans

Retirement Plans

As a retirement plan provider, you want to offer your employees an opportunity to save for retirement, but managing that plan can be challenging, especially in today’s world of ever increasing regulation. You want what is best for your business and your employees, but you also want to minimize the amount of fiduciary liability you…
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Financial Rebalancing

Rebalancing

Once all the heavy lifting of asset allocation, strategy diversification and security selection has been done, investors are free to put their portfolio on autopilot. Set it and forget it, right? Investment Strategy As it turns out, it’s not that easy. Since portfolios are made up of securities that fluctuate in value as markets zig…
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The Importance of Security Selection

The Importance of Security Selection

While asset allocation is generally regarded as the most impactful investment decision, security selection should not be overlooked as a key component of an investment strategy. Once the asset allocation has been developed, and the sub-asset strategy decisions have been made, securities must be selected to construct the portfolio. With such a diverse investable universe…
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