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STA Weekly Report – U.S. Job Market Remains Strong with Firming Wage Growth
INSIDE THIS EDITION: U.S. Job Market Remains Strong with Firming Wage Growth Weekly Technical Comment How to Prepare Yourself for the Next Recession 401k Plan Manager   America’s job market is hot. Job openings in July rose to a fresh record. According to the Job Openings and Labor Turnover Survey (JOLTS), the number of positions […]
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STA Weekly Report – A Note on Bond Performance in an Evolving Interest Rate Environment
INSIDE THIS EDITION: A Note on Bond Performance in an Evolving Interest Rate Environment Weekly Technical Comment September is Life Insurance Awareness Month! 401k Plan Manager Like many investors across the country, you have probably noticed an increased level of unrealized losses in your bond portfolios. These losses have taken their toll on overall portfolio […]
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STA Weekly Report – What Role Do Market Neutral Strategies Play in a Portfolio?
INSIDE THIS EDITION: What Role Do Market Neutral Strategies Play in a Portfolio? Weekly Technical Comment Upcoming Event: Business Transitioning: Wrestling a Deal to Close 401k Plan Manager There are three main types of market neutral strategies including equity market-neutral, merger arbitrage, and convertible arbitrage. Market-neutral strategies are designed to generate returns that are independent […]
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STA Weekly Report – Active vs Passive Investing Part II
INSIDE THIS EDITION: Active vs. Passive Investing – Part II Weekly Technical Comment Upcoming Event: Business Transitioning: Wrestling a Deal to Close 401k Plan Manager   On part I of the active vs. passive investing debate, we discussed the choice between actively managed mutual funds and passive index funds/ETFs. Passive investing, however, is not the […]
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STA Weekly Report – Active vs Passive Investing – Part I
INSIDE THIS EDITION: Active vs. Passive Investing – Part I Weekly Technical Comment Upcoming Event: Business Transitioning: Wrestling a Deal to Close 401k Plan Manager   Since the creation of the first index fund by John C. Bogle, the founder of Vanguard Group Inc., the intense debate over the active vs. passive investing has intensified. […]
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STA Weekly Report – Benchmarks and Risk
INSIDE THIS EDITION: Benchmarks and Risk Weekly Technical Comment Self-Directed IRAs – Avoid the Tax Landmines Part Two 401k Plan Manager Just as the box scores of NBA players are judged against those of their peers as well as their own past performance, investors’ returns are put into context with the help of market benchmarks. […]
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STA Weekly Report – Millennial Investment: Parental Guidance Can Lead to Optimal Financial Outcomes
INSIDE THIS EDITION: Millennial Investment: Parental Guidance Can Lead to Optimal Financial Outcomes Weekly Technical Comment What to Do When Clients Obsess Over Beating the Market 401k Plan Manager   Millennials, or Americans who were born in the 1980-2000 period, is a large and diverse population.         S&P 500 Nears Test of […]
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STA Weekly Report – What Happens When Historical Correlations Breakdown?
INSIDE THIS EDITION: What Happens When Historical Correlations Breakdown? Weekly Technical Comment Forbes Finance Council 401k Plan Manager Correlations help explain the relationship or connection between two or more things. In investing, correlations between assets and economic factors can provide valuable information that can be used to make investment decisions. There are times however, when […]
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STA Weekly Report- After a Decade, the Front End of Yield Curve Becomes Attractive Again
INSIDE THIS EDITION: After a Decade, the Front End of Yield Curve Becomes Attractive Again Weekly Technical Comment Retirement Survival Guide Forward by Ed Slott 401k Plan Manager The short-term interest rate has steadily moving up since the Fed Reserve first increased the Fed Funds Rate in December 2015. So far, the benchmark interest rate […]
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STA Weekly Report – An Introduction to Quantitative Tightening
INSIDE THIS EDITION: An Introduction to Quantitative Tightening Weekly Technical Comment What is Asset Allocation and How Do I Integrate it into My Financial Plan? 401k Plan Manager   An Introduction to Quantitative Tightening Over the last 10 years, central banks around the world have put more than $12 trillion of extra cash into the […]
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