Newsletter 2014

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Date  Title Description
December, 2014
Discusses the oil price collapse, economic & market conditions at the end of 2014. Plus an analysis of the 1st year results for the Quantitative Equity strategy.

September, 2014
Examines scenarios for the economy and financial markets with rising rates. Plus a performance review for the Long Term Income strategy.

June, 2014
Discusses a new theory of the stock market as compared to the efficient markets ideal and its implications for investors.

March, 2014
Analysis of when to covert a traditional IRA to a Roth IRA. Includes performance review for the Long Term Value strategy.