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Investing Ideas
What is a Stock Worth?
This piece is approved to use with clients.
Implications for Equity Investing at Historic Valuations
Alternative Investments
What is a Hedged Equity?
This piece is approved to use with clients.
Simple, straight-forward explanation of a fast-growing sub-category of investment strategies.
Investing Ideas
Investing in founder-led companies
It may align with your goals to consider companies run by their founders.
Investing Ideas
Understanding bitcoin
The cryptocurrency shares some similarities with gold but be aware of the risks.
Alternative Investments
Gimme shelter
Demand for houses is likely to remain strong, pushing up prices and benefitting builders.
Alternative Investments
What is a Put Option?
This piece is approved to use with clients.
Simple, Straight Talk on Put Options.
Investing Ideas
SPACs explained
Frequently asked questions about special purpose acquisition companies.
Alternative Investments
All Options on the Table: Holistic Investment Strategies for a Volatile, Low-Yield World
In the 10-part module-based video education series, All Options on the Table: Holistic Investment Strategies for a Volatile, Low-Yield World, gain practical insights on the due diligence and portfolio implementation of options and option-based strategies. The modules allow professionals to dive into the subject matter they desire at their own pace. Member and non-member registration for the first-of-its-kind course can be found here.
Portfolio Construction Insights
Thinking Outside the Mailbox
This piece is approved to use with clients.
Redefining Income in a Low Yield World: Historically, investors in or near retirement have relied primarily on bonds for “mailbox money” necessary to fund their golden years. Going forward, investors and advisors will need to redefine their concept of “income” and reconsider how they fill their “mailbox”.
Client Relationships
Manage my client's market-driven emotions
This guide can help your clients manage the cycle of market emotions in the short-term for better long-term results.
Client Relationships
Retain clients in uncertain markets
What can you do to improve client retention during periods of market uncertainty? And beyond that, how can a downturn actually provide an opportunity to find new clients and build your business?
Investing Ideas
Video game industry goes for the win
As a kid growing up in Bettendorf, Iowa, Capital Group equity analyst Nathan Meyer had two passions: sports and video games. “There wasn’t much else to do in Bettendorf,” he says of the small, rural town about 170 miles west of Chicago.