Providing insight for individual investors
After January 1, 2013, the U.S. tax regime will change, and potentially quite dramatically. We expect higher taxation, but apart from the 3.8% health care surtax on net investment income for higher-income households, we still don’t know the full scope … Read more
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It can be difficult for investors to understand how their professional managers are really performing. A few statistical tools can help illuminate whether investors are getting value. The numbers below illustrate performance for two sets of investment managers. How can … Read more
Leave a CommentThe advent of a new round of quantitative easing has significant impact for investors, but it’s important to understand what’s actually happening. Last week the Fed extended its “low rates” language from 2014 to 2015, announced it would be … Read more
2 CommentsDarren Schuringa, CFA, who recently published a white paper on investing in master limited partnerships (MLPs) with his colleagues at Yorkville Capital Management, stopped by our office to discuss their findings. Darren previously worked as a partner and senior portfolio … Read more
Leave a CommentWhat’s longevity risk? For many investors, it’s one of the most potent potential harms to their retirement security. Simply put: retirees are living longer and interest rates are creeping lower, leading to a significant risk that they will outlive their … Read more
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