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In Search of Safe Havens: The Trust Deficit and Risk-free Investments!

Musings on Markets

In every introductory finance class, you begin with the notion of a risk-free investment, and the rate on that investment becomes the base on which you build, to get to expected returns on risky assets and investments. What is a risk free investment?

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Breach of Trust: Decoding the Banking Crisis

Musings on Markets

A bank collects deposits from customers, offering the quid quo pro of convenience, safety and sometimes interest income (on those deposits that are interest-beating) and either lends this money out to borrowers (individuals and businesses), charging an interest rate that is high enough to cover defaults and leave a surplus profit for the bank.

Banking 76
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Weekend Reading For Financial Planners (Nov 5-6) 2022

CFO News Room

From there, we have several articles on investment planning: While I Bonds have received significant attention during the past year, TIPS could be an attractive alternative for many client situations. Pundits continue to expect “SECURE 2.0” He has an MA from Johns Hopkins University and a BA from the University of Virginia.

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101 Ways Financial Advisors Can Add Value For Their Clients

CFO News Room

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. But, with the rise of index funds and the commoditization of investment advice, generating sufficient investment ‘alpha’ to justify a fee has become more challenging for advisors. Read more of Adam’s articles here.

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Musings on Markets: Control, Complexity and Politics: Deconstructing the Adani Affair!

CFO News Room

The India Rising story hit some turbulence last week, as one of its biggest corporate success stories, the Adani Group, was hit with a report from Hindenburg Research, an investing group that specializes in targeting and shorting companies that it believes have dubious accounting and business practices.

Marketing 130
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2022 Best-Of Highlights From The Nerd’s Eye View Blog

CFO News Room

Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. 101 Things That Advisors Actually DO To Add Value (Beyond Just Allocating A Portfolio) – Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients.

Planning 130
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Russia in Ukraine: Let Loose the Dogs of War!

CFO News Room

Consequently, I will concentrate this post on how this crisis is playing out in markets, and the effects it has had, so far, on businesses and investments, and whether these effects are likely to be transient or permanent. Investment Implications: Asset Classes, Geographies and Companies. The Lead In. to 25% for the Eurozone.

Economics 130