What are BDCs?
Business Development Companies or BDCs are investment companies, formed pursuant to the Small Business Investment...
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Why I Still Don't Like Annuities
Two things I don't like - Brussels Sprouts and Annuities
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What is GDP?
Gross Domestic Product or GDP is defined as “the market value of all final goods and services produced within a country...
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Market Volatility and your Portfolio
Volatility is a measure of the variation (the highs and lows) of a stock’s price returns over a period of time. As a...
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What will the recovery look like?
The study of the last seven US recession and recovery cycles suggests that the road to recovery often follows one of...
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The CARES Act and your IRA
Signed into law by President Donald Trump on March 27, 2020 the Coronavirus Aid, Relief and Economic Security Act (CARES...
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Hedge Funds - Like Picking up Pennies with a Bulldozer
Written by Rick Welch Like picking up pennies with a bulldozer. That simile was how a finance professor long ago...
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What is the SECURE Act?
Signed into law by President Donald Trump on December 20, 2019 the Setting Every Community Up for Retirement Enhancement...
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Markets, GDP and Corporate Earnings on February 1, 2020
Written by Rick Welch Markets – January was a relatively calm month for investors until fears of an outbreak of the...
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A Trifecta for Investors
Written by Rick Welch In December, investors received a trifecta of positive news, the combination of which could be...
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Fundamental and Technical Analysis
Written by Rick Welch Which is better, a stock picking strategy based on fundamental analysis or one based on technical...
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Portfolio Rebalancing
Is rebalancing important? Yes. The primary benefit to be gained is that a rebalanced portfolio more closely aligns with...
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