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Who’s Really Managing Your Portfolio?

Patrick Rogan - 0
There are several ways to construct a portfolio: Some build with a top-down approach, building the portfolio from a pre-decided overall allocation and filling in...
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Bonds

Monthly Macro Chart Review – April 2019 (VIDEO)

MyPersonalCFO - 0
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Investing

The AI Hype is Hyper

Joseph Y. Calhoun, III - 0
This is an excerpt from Yardeni Research Morning Briefing, July 2, 2024.  Determining when an investment trend has run its course is more of an...
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Economic Data

Do Homebuilders Have An Inventory Problem?

Joseph Y. Calhoun, III - 0
Housing starts and building permits both rose in June: Building Permits Privately-owned housing units authorized by building permits in June were at a seasonally adjusted annual...
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Bonds

We Have Reached The Silly Phase of the Bull Market

Joseph Y. Calhoun, III - 0
Have we entered a new bull market? Was the 35% pullback in the S&P 500 in March the fastest bear market in history? Or...
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Goals

The Other Shoe is Dropping on Homeowners

Bob Williams - 0
What a crazy housing market! Skyrocketing prices, no haggling on the asking price, and bidding wars that create offers way above the asking price....
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Investing

The Bear Market In Doing The Right Thing

Joseph Y. Calhoun, III - 0
The 2nd quarter is over and it was a strange one. Large cap growth stocks were up but the rest of the stock market...
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Investing

Why Is A Software Company Investing in Saks/Neiman Marcus?

Joseph Y. Calhoun, III - 0
July 3 (Reuters) - The parent of Saks Fifth Avenue agreed to buy rival Neiman Marcus, a person familiar with the matter told Reuters...
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Commentary

Like-Kind Exchange Deadline Extensions – IRS Notice 2020-23 Violates The Inviolate

MyPersonalCFO - 0
By Rafael A. Perez, Esq., Partner at McArdle, Perez & Franco P.L. and Chief Compliance Officer at Alhambra Investments Introduction: Over the past several decades...
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Estate Planning

Taxes – Putting the Kids on the Deed

MyPersonalCFO - 0
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