…Stock Picks for 2022 From Top-Performing Fund Managers. Forbes, December 20, 2021. https://www.forbes.com/sites/sergeiklebnikov/2021/12/20/10-great-stock-picks-for-2022-from-top-performing-fund-managers/?sh=2e72714e2222 [iv] J.P. Morgan Global Research. 2022 Market Outlook: More Upside for Stocks, Economic Growth to Rebound. https://www.jpmorgan.com/insights/research/market-outlook-2022…
…has proven it to be the better way to invest. And, it doesn’t need a warning label. _____________________________ [i] https://fortune.com/2023/01/12/11-stocks-2023/ [ii] https://www.goldmansachs.com/intelligence/pages/us-stocks-are-forecast-to-have-less-pain-but-no-gain-in-2023.html [iii] https://www.goldmansachs.com/intelligence/pages/china-2023-outlook-after-winter-comes-spring.html [iv] https://www.cnbc.com/2022/12/20/jim-cramer-says-these-7-stocks-will-be-winners-in-2023.html [v] https://www.institutionalinvestor.com/article/2bstoaspi8lrcakelcqv4/research/meet-the-new-stars-of-the-all-america-research-team [vi] https://www.cbsnews.com/news/morgan-stanley-stock-outlook-20-percent-drop/…
…US TIPS Index. [iii] https://www.nacubo.org/Press-Releases/2024/US-Higher-Education-Endowments-Report-7-7-Return-for-FY23-While-Spending-More [iv] https://finance.harvard.edu/files/fad/files/fy23_hmc_letter.pdf [v] https://www.investmentnews.com/wirehouses/features/morgan-stanley-wealth-unit-unveils-plan-to-hit-growth-target-250590) [vi] Richard Ennis. “Hogwarts Finance.” Social Science Research Network (SSRN) paper. October 26, 2023. Hogwarts Finance by Richard Ennis :: SSRN…
…“How Will Artificial Intelligence Stock Trading Change Finances?” ReHack. May 17, 2021. https://rehack.com/ai/how-will-artificial-intelligence-stock-trading-change-finances 3 David Booth. “Why the Wisdom of the Market Crowd Beats AI.” Dimensional. May 22, 2023. https://www.dimensional.com/us-en/insights/david-booth-in-the-financial-times-why-the-wisdom-of-the-market-crowd-beats-ai…
…trading strategy can possibly believe they are capable of outsmarting today’s ultra-competitive market. ________________________________________ [1] http://www.cbsnews.com/news/is-the-us-stock-market-rigged/ [2] Foley, Stephen. “Vanguard chief defends high-frequency trading firms.” Financial Times, April 25, 2014….
The Federal Trade Commission reported a 47 percent year on year increase in identity theft complaints from 2014 to 2015. Identity theft remains among the top scams consumers report to…
…importance of a disciplined approach. Hear from Dougal Williams, our Chief Investment Officer, in the video below. If you have questions or concerns, email him directly at Dougal@vistacp.com. https://vimeo.com/397328588 …
…as Medicare Advantage, is an alternative to Original Medicare in which Part A and Part B coverage is obtained through a Medicare-approved private insurance company. These plans usually include Medicare…
…17% per year for five years. It was the most valuable company on the globe. Since then, however, General Electric has suffered a series of humbling setbacks. The company recently…
…board member of Urban Gleaners and The Deschutes Land Trust. Company co-founders Doug Johanson and Michael O’Reilly remain involved in the business and the company remains 100 percent employee owned,…
…taxes, and/or hefty estate or inheritance taxes. From a “maximizing inheritance” perspective, it may come as a surprise that where you live is often less important than where you die….
…Consciously channeling funds into experiences and charities can be much more soul-satisfying than buying material goods, since sharing and giving nurture life-enhancing relationships with friends, family, and community members. So,…