It Turns Out, It’s Not Just The Thought That Counts Jul18

Posted by & filed under White Papers/ Thought Pieces.

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(C) Andertoons   NOTE FROM MJ  – OK, I know I said no more blogs that relate in any way to my dating life, but some comments on my last blog about performance reminded me of this not-so-quaint interlude. I am now officially out of dating mishaps, so read on about the importance of evaluating performance data and rest assured

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Alpha Opportunities in High Quality Corporate Bonds: Combining Agility with Portfolio Risk Management Jul14

Posted by & filed under Hedge Fund Performance, White Papers/ Thought Pieces.

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Today, being bigger is not necessarily better when focusing on investment grade corporate bond management, especially if you are expected to outperform the familiar bond indices. Being nimble, with a short-term focus combined with a small footprint can allow you to convert trading opportunities into significant alpha for investors

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Boom or Bust? Are Advisors Ready For Baby Boomers To Retire? Jul13

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Boomers have long been in the trend-setting vanguard of the past half century, with their population dominance shaping the growth of many sectors of the US economy. As the boomers begin to exit the workforce and enter the retirement phase of their lifespan, they will undoubtedly continue to exert outsize influence on the general population.

Financial advisors will need to adapt their services and approaches to keep up with this segment in ways that are focused on these large-scale needs

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Checkout Amazon Jun30

Posted by & filed under White Papers/ Thought Pieces.

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Now that Amazon (ticker AMZN) has announced its decision to acquire Whole Foods for nearly $14 billion, analysts in nearly every sector are abuzz with the ramifications. Will Amazon crush the grocery stores, just like it has dominated other categories like electronics, apparel, shoes, pet food, office supplies, etc.? Will it strengthen its distribution hubs to further develop its online grocery-delivery abilities? Maybe it will build inventory of its Kindle e-readers, Echo speakers and other gadgets in its new 5.6 million square feet of gross space for easier regional shipping?

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