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Thoughts on Investing

Join us as we discuss our perspectives on today's investing environment. We hope that this blog provides you with more ideas to discuss with your own adviser(s), and helps you consider a broader range of possibilities that could be right for you.


Retired Citi CEO John Reed on financial industry reform

Retired Citigroup CEO John Reed testified to the Senate banking committee earlier this month on “Implications of the ‘Volcker Rules’… Continue reading

February 24, 2010

Did you miss our presentation with PENSCO?

Earlier this month, Josh Fischer was invited to present during PENSCO’s monthly webinar. Josh’s presentation — Mortgage Pool Investing: the… Continue reading

February 22, 2010

Friday fun: Can the stock market predict the Super Bowl winner?

An amusing story on the WSJ predicts that the Indianapolis Colts have a good shot at beating the sentimentally favored… Continue reading

February 5, 2010

Great Recession versus Great Depression: unemployment

A new analysis by the Dallas Fed suggests that, while at its highest in decades, unemployment in the current recession… Continue reading

January 29, 2010

Invest your IRA in real estate notes? Yes, it’s possible!

Josh Fischer, managing director of Sterling Pacific Financial, has been invited to present at PENSCO’s monthly webinar series on self-directed… Continue reading

January 25, 2010

More on the moral dilemma of underwater mortgages

Richard Thaler, a pioneer in behavioral economics, is the latest to question why so many underwater borrowers are continuing to… Continue reading

January 25, 2010

Considering Roth conversion?

With Roth conversion open to all taxpayers this year, regardless of income, opinions on both side of the fence are… Continue reading

January 14, 2010

NYT: What questions should the financial crisis commission ask?

Andrew Ross Sorkin, New York Times financial journalist and author of the acclaimed book, Too Big to Fail: The Inside… Continue reading

January 13, 2010

Could adherence to a simple, proven principle have prevented the financial crisis?

A straightforward, long-valued policy benchmark called the Taylor Rule might have led the Fed to raise interest rates in 2002-2005… Continue reading

January 13, 2010
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