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U.S. Retail: The Realities and Opportunities in a Changing Landscape

America is over-retailed with well over 1,100 malls across the country and thousands more strip-shopping centers. Many of these malls and centers are in physical decline and are filled with irrelevant brands that sell products and services that are no longer important. The retail cleansing had already begun before the Covid-19 pandemic, but the process has been accelerated dramatically.
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A Successful Investing Approach: Tactical Trading Inside a Long-Term Portfolio

The asset management industry is dominated by a buy-hold-hope mentality, which makes sense in most cases because, statistically, the equity markets go higher 80% of the time. We are taught that to achieve great long-term returns, we must be willing to ride through periods of high volatility and that corrections happen along the way. Considering that the long-term average peak-to-trough drawdown in the S&P 500 is 14%, I believe that most financial advisors and clients would agree that a smoother ride would be the preferred way. Strong returns with lower volatility along the way sounds a lot like having your cake and eating it too. What if this might be possible?
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Stocks and Dividend Payers Benefit from Low Interest Rate Environment

The big question for investors in today’s low interest rate environment is what they should do with their “safe assets” and whether they should invest in bonds. This reminds of the fact that I occasionally I like to end the day with a drink and my preferred fruit juice is the ruby red grapefruit. What kind of drink would it be if I used a grapefruit that had no juice left in it? A bad one is the correct answer.
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The $3.5 Trillion Opportunity for Equity Markets and Investors

Presently, there is about $3.5 trillion in bank accounts earning nothing for investors. With the Federal Reserve (Fed) keeping interest rates low for as long as they can and financial services companies refusing to pay anything on their deposits, sitting in cash can be a very detrimental thing. It might make you feel good, but it certainly won’t offer you much return.
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Our 401k Options Need Upgrading

As someone who has spent his entire career in the financial services industry, I get a lot of requests from friends and family to help them understand how to allocate their 401k plans. Sometimes we forget the industry has its own language and the lay person, who wants to learn and grow, does not find it easy to get the information they need to make the appropriate allocations.
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