Research

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   Since the end of 2006, investors have withdrawn […]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 […]

Apr 25
How is Your Hippocampus?

Why does everything in the press these days seem to be a crisis?  A crisis triggers emotions that have a powerful effect on […]

Feb 20
CEO DAVID S. THOMAS TALKS TO U.S. NEWS

Equitas Capital Advisors CEO David S. Thomas, Jr. talks to U.S. News about choosing a Human or a Robo Advisor

Click on the below link to […]

Jan 30
Bitcoin – Boom or Bust?

With the massive […]