Tags » Portfolio Management

Equity Strategies – Updated November 2015

As global economy converges to more stable rather than rapid growth, debt level and growth dynamics keep interest rates relatively low, and inflation remains muted in developed world, investors are faced with broadly fully-valued market. 611 more words

Portfolio Management

Generation Y and Health Insurance

Generation Y has gotten a bad rap, and it really isn’t deserved.  OK, the students protesting for free tuition and a $15 minimum wage on campus obviously haven’t done the math and clearly don’t understand much about economics. 1,451 more words


segmenting Millennials

I got an e-“book” from NPD, the retail data and analysis people, the other day that argues we as investors shouldn’t look at Millennials as a coherent group, but rather segment them by age ( I wrote “book” because it’s ten pages long).   177 more words


Why Invest in the Stock Market (Part 3: Asset Allocation and Mutual Funds)

Hello there.

I hope you got something from the previous blogs and somehow opened up the possibilities for you to start investing soon.

At the moment, our current PSE is at 7,900. 622 more words

Financial Planning

Personal Finance Concepts You Should Know - Concept 2: Investment Risk

Understanding and using risk to your advantage is how you maximize your investment returns while still making sure you have the money you’ll need to eat next week.  867 more words


Review - The Art of Execution (@harriman, #investing)

The Art of Execution: How the world’s best investors get it wrong and still make millions (buy on Amazon.com)

by Lee Freeman-Shor, published 2015

A “valueprax” review always serves two purposes: to inform the reader, and to remind the writer. 1,014 more words