Glossary Category:
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Client Updates

When new reports and posts are placed on the site they are listed in this area in chronological order.

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Company Stock in Qualified Plans

Models in this area offer a way to invest in the market overall while taking into consideration a high concentration within a specific company. The concentrated sector is neutralized while investments in the remaining sectors

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Considerations USA Sector

This model was developed for two purposes. 1st, an investor that wants to use index securities to gain exposure to specific U.S. sectors and take advantage of relative under/overvaluation opportunities and 2nd and investor that

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Considerations USA Stocks Only

This model portfolio has been in place for over 10 years. It is “managed” as a real portfolio with all of the considerations, concerns, and restrictions of a real portfolio. It is not a “new”

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Consumer

Consumer credit is credit granted to an individual especially to finance the purchase of consumer goods or to defray personal expenses. There are 3 major areas of consumer credit: first mortgages, credit card and auto