Archives: Chapter Meetings

As investors have become enamored with the Internet of Things such as FANG stocks, the Cloud Kings, 5G, millennial transformation, Bondland has been impacted too. Learn about the bond investment changes one needs to make. Learn how bond selectivity, with both corporates and municipals, needs to be viewed differently—much differently than we were taught. ABOUT THE PRESENTER Marilyn Cohen is one of the country’s top bond managers. She began her financial career as a securities analyst at William O’Neil & …

The Internet of Things Is Bond-Market Game-Changer Read More »

In many ways, there has never been a better time to be an individual investor. The depth of information and data, falling costs and commissions, the growing breadth of investment strategies, and the ability to easily communicate with investors around the world are unprecedented in history. You could argue that individual investors today have a better opportunity set than institutional investors, compared to a decade ago. What hasn’t changed is human nature. We humans are in many ways not well …

There Has Never Been a Better Time to be an Individual Investor, But… Read More »

Black Rock forecasts smart beta investing oriented toward size, value, quality, momentum, and low volatility to reach $1 trillion by 2020 and $2.4 trillion by 2025. Gary will show that this growth may not be justified and will also discuss the hidden risks associated with factors. On the basis of a vast amount of validated data, Gary will review how relative strength momentum can enhance investment returns, while trend-following absolute momentum can decrease portfolio risk exposure. Gary will also highlight …

Snake Oil and Factor-Based Investing Read More »

For decades, the financial services industry has sold risky investments, claiming that greater risk was the only path to greater gains. But high-risk strategies are vulnerable to huge losses that can devastate your portfolio. Today, there’s a better approach. Brian Livingston’s new book “Muscular Portfolios” reveals the latest scientific evidence behind what experts call the Index Investing Revolution. In addition, MuscularPortfolios.com is the first website to give away Wall Street’s secret buy-and-sell orders of low-cost index funds. The site is …

How to Make Your Portfolio Muscular Read More »