Posts Tagged ‘investments’
2021 China Regulations Commentary
Investment Analyst and CFA Chloe Gu takes a look at recent regulatory news out of China, including commentary on CCR Wealth Management’s outlook on the future of investing in China.
Read MoreNovember 2019 Market Outlook – Behind the Trade War
We think closing the per capita gap between Chinese and American citizens will be the key to more harmonious relations. East meets West will most likely be a competitive contest for decades to come.
Read MoreEnvironmental, Social, and Corporate Governance
What is ESG investing?
Read MoreCorporate Bond Market
The corporate bond market has gotten riskier. Why? What should we do in our portfolio?
Read MoreUS-China Dispute: Tariffs
How do the tariffs impact consumers and the equity markets?
Read MoreInterest Rates
How do the markets react to Fed decisions? Should we expect an interest rate cut soon?
Read MoreGTM Periodic Table
The GTM Periodic Table is what we call a “periodic table” of asset-type returns.
Read MoreSetting Client Expectations in a Volatile Investment Environment
As volatility becomes the norm and double-digit gains become an anomaly, it’s time to boost your contacts with your clients to keep them content.
Read MoreWhy Advisors Should Keep Politics Out of Portfolios
In Keeping Politics Out of the Portfolio, published on ThinkAdvisor.com, Jonathan Albano talks about the importance of taking a clients politically fueled emotions out of their investing strategy.
Read MoreBitcoin Is Likely to Gain Widespread Acceptance
Bitcoin advanced more than 70% during the third quarter and nosedived 25% over four days in mid-November only to rebound astronomically in the days since.
Read MoreBitcoin for Beginners: 3 Things to Know Before You Invest
Bitcoin has been luring some investors with potentially huge rewards—and scaring others away with equally big risks.
Read MoreCryptocurrencies & Bitcoin—Fad or Future?
Caveat Emptor may never have been a more fitting caution than for those looking to enter the cryptocurrency craze.
Read MoreWhat to Tell Clients Feeling Market Anxiety
How to have a clear-eyed, sober conversation with investors who feel the bull market is long in the tooth.
Read MoreInvestment Experts On Debt Ceiling: Don’t Panic
With much of the U.S. media focused on the showdown in Washington over the debt ceiling, Central Massachusetts financial advisors are getting their share of calls from concerned investors. Their message: Don’t get too worried.
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