Asset Class Correlation Effect
Legendary hedge fund manager Ray Dalio credits his consistently remarkable investment returns to his holy grail theory. When dissected, the principle of Strategy Correlation can be found at the very heart of this theory which has brought him tremendous success. The “Holy Grail” of investing, according to Dalio, is diversifying your portfolio in a manner […]
3-Step Approach To RSU Planning
Equity-based employee compensation continues to become more and more popular as the technology sector of the market dominates the major indices and the headlines. Expanding valuations of publicly traded employer stock present a growing dilemma of how to appropriately manage these large concentrated RSU positions from a tax, risk, investment, and legacy planning perspective. Most […]
2024 4th Quarter Annual Report
Stock performance The global stock markets returned -1.48% in the fourth quarter and 14.61% for the year. The United States stock market returned 2.35% in the fourth quarter and 22.17% for the year. Here are the returns of the “Big Four” major indices in the U.S. stock market: Here is the United States stock market […]