... The fund announces that it will distribute a long-term capital gain of $1 per share.  All shareholders on the record date will receive $1 for each share they own and the NAV (Net Asset Value) of the fund ...

...  and real assets strategies (real estate, commodities, infrastructure, etc.) are your “true” alternative strategies that have little market correlation.   MPG: In what market environments does a “long/short ...

... Fed finally beginning to taper, we didn’t buy the hype or trust that the printing press would stop. Eventually we’ll have to face the music and the current asset purchases of $85 billion per month will ...

... is working with, assets under management and the revenue that is generated.  There are very few questions covering key areas such as compliance, certifications, violations, ethics, client retention, client ...

... this critical asset class to your portfolio feel free to contact us directly. In the meantime…let Mr. Market do his thing and continue to whipsaw folks into more confusion…  ...

... call themselves “value” investors as they search for mispriced assets or investments that appear overly punished and therefore undervalued by the market. Other types of contrarians sometimes lean on simple ...

... Strategy – Once you have an asset allocation and investment policy in place, it is important to have a strategy to keep it balanced.  At face value rebalancing seems so simple but it’s actually not done ...

... here is that it makes absolutely no sense to hold a balance on a card when you have cash or other “non-performing” assets elsewhere. For example: If you have $5,000 on a card that charges you anywhere ...

... be even more fearful on the next go-around. Making thoughtful and disciplined asset allocation adjustments in light of market movements is different. We can address the differences and specific approaches ...

... of certain asset classes/indexes that year:   S&P 500                                     -37.00% Mid Cap                                      -41.46% Small Cap                                 ...