War, Oil, and Your 401K: How to Manage Risk in Times of Market Uncertainty
The war in Ukraine has created uncertainty in the global oil market, which can lead to an increase in oil prices.
Predicting S&P Returns Using the VIX
I recently read that one could predict a downturn in the S&P by observing the shape of the VIX futures curve.
Improve Plan Sponsor Conversion & Increase Revenue with ParticipantDirect
How Does This Help You? How This Helps Participants? How This Helps Plan Sponsor? We always explain to our clients that Larkspur-RiXtrema apps have two goals: Help you win more...Read More
How Does The COVID Crisis Mix With Corporate Debt
Look to the past, lest ye beware What do the Rating agencies say? Bond Market History doesn’t offer much guidance In previous articles, Yon and I analyzed the threat of...Read More
The CARES Act and What It Means For Plan Participants
President Donald Trump signed the $2.3 trillion coronavirus stimulus legislation on Friday, 3/27/20, a.k.a. The “Coronavirus Aid, Relief and Economic Security” Act (CARES). The Act represents government spending equal...Read More
What Will The March Unemployment Rate Show
As every market watcher or person stuck at home watching cable news is now aware, Initial Jobless Claims came in at a staggering 6.6m new claims. With the revision to...Read More
How Fast? Historically Fast.
Last week as I was watching the markets I was thinking that this must be the fastest 30% drop in history. As things happen, I didn’t have the time to...Read More
A Tale of Ignorance And Danger of Rash Decisions
Who is Zoom Technologies Inc.? Markets are “efficient”, right? Let’s all just take a deep breath In my last article, I made a mistake that thousands of investors are making....Read More
Listen to the Experts! ESG Industry Insights and Advisor Advice from an ESG Rating Specialist – Elgin Chou of Act Analytics
If you want to know the state of any industry, it is best to consult the experts. Yon and Colin have written about the state of ESG Investing – to...Read More
What’s going on with Equal Weighted Index Performance?
Lately, it seems the only equity investment worth making is in US large caps. The cheaper and more passive, the better. Of course, passive US large-cap equities are not the absolute best performing asset available over the past few years, but the category is pretty hard to beat for ease of implementation, known risk characteristics, price and performance.