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Investor Publication Collection
Investing with Clarity™ starts with discipline, integrity and the desire to be a perpetual student of the markets. We believe the key to establishing a solid foundation of investment knowledge surrounding the markets, as well as individual companies, is rooted in both factual market data and the underlying psychology of investor purchasing habits, which are often based on fear and greed. We seek to find clarity in our research by thoroughly examining both.
With round-the-clock access to information, one would think that investors have a better grasp on the interworkings of their portfolios. Nothing is further from the truth as the internet and cable business programs actually turn up the noise meter and drive investors further away from experiencing clarity. The purpose of our research is to provide for the investor the confidence that they know and understand what they own and why they own it.
Quarterly Update: Q2 2018
5 Dreadful C's of Mutual Fund Investing
The 5 Dreadful C's of Mutual Fund InvestingVIEW
Quarterly Update: Q1 2018
The Great Mirage
Bringing Clarity to the Star Ratings Debate – We believe the investing community has relied on the Star Rating system too heavily, depending upon it to reach conclusions for which it was never meant. Read more about this ongoing debate…VIEW
2018 Stock Market Predictions
Yes, it is once again that time of year! It is time for our Nepsis Top 10 Predictions for the Stock Market in 2018! Of course, to stay on track with our historical performance (and we all know past performance is NOT indicative of future...VIEW
Quarterly Update: Q4 2017
Mommy Please Read Me a Bedtime Story
Anyone who has raised children remembers one of the biggest struggles is trying to appease a toddler who suffers from nighttime anxiety. If you are actually struggling with this issue at this point in time with your child or grandchild, there is a...VIEW
The Only Thing We Have to Fear is Fear Itself
This timeless quote delivered by President Franklin D. Roosevelt in his first inauguration speech at the depths of the Great Depression was made not to placate or appease us. It was a rallying cry used to set an agenda as to how we as a country were to...VIEW
Nobody Washes a Rental Car
Anyone who has rented a car before has to admit that the care taken for that vehicle is nowhere near that of their own as there is little incentive to mechanically maintain a rental car, this includes keeping it clean. This is because the renter sees...VIEW
Comparison is the Thief of All Joy
Just as we quoted former US President Franklin Roosevelt to make our case as it pertains to eradicating fear from our decision-making process, so we cite a quote from another US President in Theodore Roosevelt, the uncle of FDR. Theodore Roosevelt’s...VIEW
Time to Be a Better Business Owner
Yields have moved lower in 2014 for various reasons; this is a sharp contrast to 2013 when the 10 Year yield went from 1.71% to 3.02%. Obviously, a big move! The debate still rages on as to when we will see a sustained move up in interest rates from...VIEW
What is "SMART Investing with Clarity"?
Very simply, it is the power of a Separately Managed Account (SMA) using the combination of SCIENCE AND ART that provides investors a level of Flexibility and Transparency enabling them to enhance their investment process. I believe a Flexible...VIEW
A Penny for Your Thoughts
In the complex world of investing, it is often difficult to explain many of the mechanics involved the investment process. One of the most common questions that I receive from investors when they view trading activity in their portfolios is, “Why do...VIEW
Get Off The Bench!
Well, another year in the “markets” is in the books. It can probably be said that 2016 ended in a manner that probably surprised a lot of people. After all, with the S&P 500 experiencing a near 12% correction right at the start of the year, it can...VIEW
Embrace the Fear!
I know… I know… fear sells. It really is unfortunate. I mean, can’t we find more pleasant things to think about when it comes to getting investors engaged in investing ideas? Nope...Fear Sells. It continues to amaze me. Even now, 6+ years after the...VIEW