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16 October 2012

Are You an Unintentional Hedge Fund Investor?

By Hamlin Lovell, CFA

Hedge funds may sound mysterious, complicated, or secretive. Some of them undoubtedly are, but the world of 10,000 plus hedge funds is a diverse place, where many approaches are surprisingly simple, and you may already be following the same strategies. … Read more

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8 October 2012

Fixed-Income Strategy: Are Bonds Poised to Be “Burnt to a Crisp”?

By David Schawel, CFA

Bill Gross’s recent monthly commentary for PIMCO paints a disturbing picture for investors; his vision ends with stocks being “singed” and bonds being “burnt to a crisp.” The premise of his article is that the United States needs to get … Read more

8 Comments
4 October 2012

The U.S. Presidential Election: Will it Impact Your Investment Portfolio?

By Robert Stammers, CFA

The election and its potential impact on the economy has been on the minds of investors lately. In order to get a sense of what may happen post election I spoke to Michael Gayed, CFA, a co-portfolio manager at Pension … Read more

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2 October 2012

Is it OK to Keep Two Sets of Books? A Primer on Deferred Tax Assets

By Timothy P. Connolly, CFA

One of the dirty little secrets of finance is that publicly traded corporations maintain two different sets of “books,” or accounting ledgers. Before you get all riled up and start calling various attorney generals’ offices, understand that it is perfectly … Read more

5 Comments
1 October 2012

How Can Asset Allocation Help You Reach Your Financial Goals?

By Robert Stammers, CFA

Diversification has been called “the only free lunch” in finance, and asset allocation is an important part of it. Mark Ukrainskyj, CFA, stopped by our office to field a few questions about how asset allocation can help investors reach their … Read more

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27 September 2012

Taxes and Investing: Concrete Strategies for Improving After-Tax Returns

By Gregg S. Fisher, CFA

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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25 September 2012

The Providers of Investment Advice; What Kind of Adviser do You Have?

By Tom Brakke, CFA

There are few people, whether individual investors or professionals in the field, who make investment decisions entirely on their own. Those working in the investment business have a wide variety of resources that they can tap. In today’s world of … Read more

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24 September 2012

How To Evaluate Economic Information

By Robert Stammers, CFA

Dr. Harm Bandholz, CFA, stopped by our offices to discuss how individual investors should view the release of economic data. Harm holds a PhD in economics from the University of Hamburg and is the chief U.S. economist for UniCredit Research. … Read more

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20 September 2012

A Way to Evaluate Manager Performance

By Timothy P. Connolly, CFA
Performance Chart

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

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18 September 2012

The QE Aftermath: What it Means and How it’s (not) Different

By David Schawel, CFA

The 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

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All posts are the opinion of the author. As such, it should not be construed as investment advice, nor do the opinions expressed necessarily reflect the views of CFA Institute or the author’s employer.

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