I attended a large foundation’s investment committee meeting the other day to learn about their investment strategy. One of the managers they utilize for large cap U.S. stock investments was there to talk about their methodology for achieving better returns over time than standard market benchmarks such as the S&P 500. In brief, they explained…
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Since the beginning of this year we’ve seen a number of spectacular first-day gains among Initial Public Offerings (IPOs). Lyft rose 21% before closing with a gain of 9%. Pinterest soared 25% but was overshadowed by Levi Strauss’ 31% advance. And even those impressive returns pale in comparison to Zoom, which – true to its…
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Of all the schemes stock market investors have come up with to try to avoid losses and/or to beat the market, market timing is probably one of the least effective. Simply put, it requires the ability to identify some kind of trigger that enables you to sell your holdings before prices drop, then subsequently finding…
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Just a heads up that this is going to be another media rant. But not the typical kind in which I take issue with the media spending less time on reporting facts than on speculating about them. This time it’s about taxpayers getting $6 billion less in refunds from their 2018 tax returns than they…
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I previously posted about a Bankrate financial security survey in 2017 which found that real estate was the Millennial Generation’s top investment preference over stocks and cash (https://www.cognizantwealth.com/2017/11/24/is-real-estate-best-for-building-wealth/). The post pointed out that real estate as an investment had actually underperformed stocks over many periods since 1900, suggesting that millennials’ expectations of the best long-term…
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The U.S. Senate Special Committee on Aging recently released their 2018 report on the top ten scams targeted to seniors as reported to their toll-free fraud hotline 1-855-303-9470. With today’s technology it is not only easy for criminals and cheats to reach millions of citizens but also easy to misrepresent themselves and their organizations. While…
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