Join 924 investors who get actionable, evidenced-based wealth management insights delivered directly to their inbox.
Subscribe

BAM Expert

Faith-Based Funds Don’t Mean Divine Returns

  • February 24th, 2014
  • BAM Expert Seeking Alpha

Socially responsible investing (SRI) has been referred to as “double-bottom-line” investing. The implication is that you are seeking not only profitable investments, but also investments that meet your personal standards. Faith-Based Funds (FBF) can be viewed as a subset of SRI. While SRI applies screens on secular social concerns, FBF screens investments based on the… Read More

The Advantage Of ‘Go Anywhere’ Funds: Myth Or Reality

  • February 24th, 2014
  • BAM Expert Seeking Alpha

Whether they go by such names as “unconstrained,” “tactical asset allocation,” “absolute return,” or “go anywhere,” Wall Street touts the advantages of funds that have the freedom to shift asset allocations to wherever they see the best opportunities. It certainly sounds appealing. And investors must believe these funds have advantages as the number of such… Read More

The Lies Of Private Equity

  • February 24th, 2014
  • BAM Expert ETF

While embarking on scenic tours can make life both interesting and exciting, they’re best avoided when it comes to the world of investing. The reason is that most “interesting” investments fail to deliver on their promise of returns sufficient to compensate for their incremental risks. This has been especially true of hedge funds. And it… Read More

A Close Look At Emerging Markets

  • February 24th, 2014
  • BAM Expert ETF

There’s an interesting paper from Martijn Cremers, a professor of finance at the University of Notre Dame, on the performance of emerging market stocks that are the publicly traded affiliates of multinational companies. But like so much in the world of investing, Cremers’ findings, while certainly alluring, need to be examined closely before investors jump into… Read More

Stock Pickers Fell Flat In 2013

  • February 24th, 2014
  • BAM Expert ETF

Last year certainly provided active managers with plenty of opportunities to outperform, and it’s worth examining if they really did. For example, while the S&P 500 Index returned 32.4 percent, Netflix (NLFX), the top performer in the index, returned 297 percent. Two other stocks, Micron Technology (MU) and Best Buy Co. (BBY) returned more than… Read More

7 Myths About Dividend-Paying Stocks

  • February 24th, 2014
  • BAM Expert US News

The most common misconception among investors may be the value of investing in dividend-paying stocks. Almost every week, someone contacts me to extol the virtues of investing in what they call “high quality, dividend-yielding securities.” Often, their interest is spurred by the recent high performance of these stocks. According to one paper by Gregg S. Fisher, published… Read More

The Delicate Craft of Misleading Investors

  • February 24th, 2014
  • BAM Expert Huffington Post

Proponents of alternative investments (like hedge funds) have a very effective presentation. They claim these investments have low volatility (risk), offer excellent risk-adjusted returns, and don’t correlate well with stocks or bonds, thereby providing a “hedge” in troubled times. These proponents demonstrate the accuracy of these claims with compelling statistics, displayed in impressive marketing materials…. Read More

The Three Kinds of Investors Who Should Sell Their Stocks Now

  • February 24th, 2014
  • BAM Expert New York Times

You should never make investing decisions based on what the market is doing, except for now, maybe. Past experience and reams of studies tell us there is no way to time the market and that we should buy and hold. That said, there are a few exceptions to the rule. With the total United States… Read More

Lessons From 2013: Part III

  • February 3rd, 2014
  • BAM Expert Seeking Alpha

Day three of our lessons from 2013, we’ll dive right in with an examination of hedge fund returns. This one holds the title with the most repeat performances, appearing most years. The HRFX Global Hedge Fund Index earned just 6.7 percent. The table below shows the returns for various equity and fixed

Asset Allocation Guide: How Much Risk Should You Take

  • February 3rd, 2014
  • BAM Expert CBS News

Today, we begin a series designed to help you determine the best way to allocate your assets. I have written a great deal on this subject, but it’s advice worth repeating time and again. We’ll start with focusing on the ability to take risk.

 

We want to hear from you!

Montgomery

334.834.7660
info@jt-am.com
200 Commerce Street
Montgomery, AL 36104
Map

Dothan

334.793.7001
info@jt-am.com
304 Jamestown Boulevard
Dothan, AL 36301
Map

Receive Our Newsletter

Close