The recent market upheaval was difficult for nearly all stock investors but one popular strategy had disastrous results. The “low volatility” strategy wagered that the smooth ups and downs the market had enjoyed for the last couple of years would continue. As volatility went through the roof overnight, several funds that were dedicated to this […]
These original articles are written by Dave Hamra and frequently appear in local publications. They are posted here to illustrate our philosophy and thinking.
Mutual fund costs and the voting rights of individual stocks can be important considerations for investors
There are far fewer US stocks available today. Why, and what should investors do?
Should taxpayers contribute to new stadiums for professional sports?
A look at some unique securities issued by aesthetes and musicians, which are fundamentally similar to most investments.
The second installment of real estate investment looks at two versions of REITs.
Real estate investing can take many forms. Here are a look at some of the most common.
The notion that our economic and financial systems are “rigged” in favor of the wealthy and the connected is fueling much of the current political debate and has increased distrust in Wall Street. Rather than getting caught up in the emotion of the “us versus them” argument, it is helpful to take a step back and take a more in-depth look at one recent offering to better understand the system.
Episodes from family history can be instructive, presenting examples of solving problems and reminding us that some issues haven’t changed that much.
The saga of a short sale gone very wrong and an ill-advised attempt to raise funds to cover losses.