All posts tagged: Echelon Investment Management

The Retiree’s Conundrum

Most retirees have investment goals of protecting their nest egg, but many also have income needs from their portfolios. Everyone is aware that stock indexes are at record high levels and interest rates are near historical lows. The safest investments like bank CDs and short-term treasury securities have extremely low yields that are below the rate of inflation. The story […]

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It’s Never Too Late To Be Wise While Investing

A couple of news stories caught my eye this week. One was in Tuesday’s The Wall Street Journal titled “Hedge Fund World’s One-Man Wealth Machine.” The article, by Rob Copeland , tells the story of hedge fund manager, David Abrams, who runs Abrams Capital Management LP which manages about $8 billion. The main points of interest are Mr. Abrams’s extremely low profile, small staff […]

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Mini Primer on Exchange-Traded Funds (ETFs)

Today many investment advisors and individual investors use ETFs or exchange-traded funds rather than, or in addition to, individual stocks and bonds or mutual funds. Today about 25% of all equity dollar volume is accounted for by trading in ETFs.  Most of that volume is concentrated into relatively few ETFs. Given that ETFs are typically designed to track certain indexes, […]

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What Evel Knievel Taught Us About Investing

“Risk is good – not properly managing your risk is a dangerous leap”—Evel Knievel For those of you that don’t remember or are that were born after 1980, Evel Knievel was a daredevil who jumped motorcycles ramp to ramp over things like buses, Mac trucks, rattlesnakes and failed at an attempt to jump the Snake River Canyon in Idaho.  He […]

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