Posted on Tuesday, April 10, 2018 by Michael McKeown, CFA, CPA
After decades of fundraising by private equity managers in the institutional investment world, pensions and endowments are tapped out. As a result, we are getting more inbound calls and emails from private equity and debt managers looking to raise money. We should probably take a step back and wonder why.
Posted on Sunday, March 25, 2018 by Michael McKeown, CFA, CPA
The NCAA hoops tournament gives us the best time to watch the flow in action. We also like to watch the money flows into different investment funds. It gives an idea where investors may be getting too aggressive and where risks are building.
Posted on Friday, February 16, 2018 by Michael McKeown, CFA, CPA
We are in the midst of the 28th time the stock market fell between 10% to 20% since 1945. A peak to trough move in prices such as this happens every three years on average. It should be expected by stock investors. The speed of this fall, however, was extremely quick. It spanned only two weeks in time.
Posted on Wednesday, February 14, 2018 by Alynne Zielinski, CERTIFIED FINANCIAL PLANNER™
Hidden inside the Pension Protection Act is a provision regarding Employer-Owned Life Insurance (EOLI) that could cost your business hundreds of thousands of dollars.
Posted on Tuesday, January 2, 2018 by Michael McKeown, CFA, CPA
A tax cut puts more money in shareholders’ pockets and that is a good thing for company stock prices. Looking ahead in the U.S., analysts forecast the highest earnings growth for mid-sized companies.
Posted on Tuesday, November 28, 2017 by Michael McKeown, CFA, CPA
Diversification plays an important role in financial planning and portfolio management. While picking stocks for a small portion of assets could be interesting or even entertaining, it stacks the odds against outperforming a simple market index.
Posted on Sunday, September 24, 2017 by Michael McKeown, CFA, CPA
Many people say the hardest thing to do in sports is hit a fastball. Well, the Indians just hit fastballs for 22 straight games. Here in our world, though, we have different sorts of pitches we take every day.
Posted on Monday, August 28, 2017 by Michael McKeown, CFA, CPA
In designing portfolios, we talk about the term ‘weight’ as a percentage of the total portfolio to asset classes, strategies, and styles. We throw around the word like everyone knows the meaning as we intend. However, this is not always the case!
Posted on Monday, August 14, 2017 by Michael McKeown, CFA, CPA
A little over a month ago, my wife and I got a puppy. Before you say anything – I know – what were we thinking taking on this challenge?