by Brian Jacobs | Oct 22, 2024 | Blog, Investment Concepts
Hedge funds have long been a polarizing topic in investing. Though they date back to the mid-20th century, they’ve come to represent sophisticated strategies often associated with the ultra-wealthy. Critics argue they come with high fees, high tracking errors, and...
by Brian Jacobs | Oct 7, 2024 | Blog, Investment Concepts
In today’s market, it’s hard to ignore how much power the largest companies hold within the S&P 500. These massive companies have grown to represent the highest concentration of weight in the index we’ve ever seen, and they’re valued at a...
by Brian Jacobs | Sep 23, 2024 | Blog, Investment Concepts
You’ve probably heard the phrase “cash on the sidelines” used in market commentary, often suggesting there’s a huge pool of money waiting to flood into the market. One reason this phrase persists is that the nominal amount of cash regularly hits record highs. Most...
by Brian Jacobs | Sep 9, 2024 | Blog, Investment Concepts
Options offer a flexible approach to managing risk and gaining market exposure. For example, buying put options can serve as a hedge against sudden market declines, allowing investors to protect their portfolios without selling core positions. By using options as a...
by Brian Jacobs | Aug 29, 2024 | Blog, Investment Concepts
While Treasury bonds appear to offer safety, their real return tells a different story. Despite their nominal stability, investors in Treasury bonds have experienced essentially zero real after-tax returns over the past century. This highlights the critical importance...
