Research

Feb 27
CORONAVIRUS – (COVID-19)

The coronavirus is the big news of 2020.  Originally thought an airborne virus which can be contained by masks, corona is now believed to be […]

Jan 28
A DECADE IN REVIEW

A Decade in Review

At New Years’ Eve in 2009, the mood was somber yet cautiously optimistic as the S&P500 had rebounded halfway from […]

Dec 23
EQUITAS ANNOUNCES THE HIRING OF SHEPARD A. BUCKMAN

David S. Thomas, Jr., CEO of Equitas Capital announces the hiring of Shepard A. Buckman, CFA, CMT to the company as a Senior […]

Oct 24
Pick Your Pivot Point

Growth has the Momentum

For this KnowRisk Report, we are undertaking some research on the pivot points between the Growth and Value […]

Apr 23
Yield Curve Inversion

While the 1st Quarter 2019 saw a much-welcomed V-shape recovery from the 4th Quarter 2018 decline, there are still a few clouds hanging […]

Jan 23
Active and Passive Money Management

A line between active and passive investment funds is set to cross next year.   Since the end of 2006, investors have withdrawn […]

Oct 19
The Cyclicality of Style and Location

The capital markets have grouped equities into two main divisions: Growth and Value.  These two groups are differentiated by the “style” of the […]

Jul 31
DIRECTOR OF INVESTMENTS DEREK FOSSIER TALKS TO U.S. NEWS

Derek Fossier, Director of Investments, talks to U. S. News about the difference between ‘strategic’ and ‘tactical’ asset allocations.

Click on the below link to read […]

Jul 25
The ABC’s of Asset Allocation

“Choosing an asset allocation is one of the most important decisions that investors make.” – Rodgers & Associates, 2016

“In a landmark […]