The Importance of Stock Selection in a Complex EconomyAugust 2015
Connecting the dots in a complex economy is essential for understanding which companies may benefit from the current environment and which might not. It’s a complicated and fascinating web of reactions and inter-reactions that can play out in intricate ways – and with surprising and perhaps unexpected feedback loops.
Make Saving and Investing a Bigger Part of One’s Financial LifeAugust 2015
United Capital has done extensive research on how to best provide the most relevant, meaningful – and effective – financial life management. In this process, we uncovered four illuminating insights from consumers about some of the most important hindrances in their financial lives.
Rounding Out Your Portfolio with Real EstateAugust 2015
In just about any sphere of investing, prices are determined by supply and demand. And with investing, one usually wants to invest where demand is expected to grow more than supply.
In that regard, commercial real estate may be one venue to possibly consider adding to an otherwise diversified portfolio.
Working and Spending: The True Focal Points of a Financial LifeAugust 2015
Do you remember how great it felt the first time you earned money from babysitting, mowing lawns or an old-fashioned paper route? How about your excitement when you bought your first car, took your kids to Disney Land, or finally purchased that piece of art you craved?
While the financial industry pushes to get people thinking about saving and investing, our research proves that working and spending are far more central to people’s lives.
Capital Preservation Math – Lessons from the Tour de FranceJuly 2015
The Tour de France finished its annual three week road trip last Sunday, July 26th. For the non-cyclist, this 21 stage (each day of riding is a stage) bike race is the pinnacle event of the professional bicycling year. By the end of this year’s race, the riders covered 2,088 miles. The winner of the Tour de France wears the maillot jaune, or yellow jersey; it designates the individual rider who covered the total distance in the least amount of time. In the tour, time is the capital, and managing it correctly is as much about riding quickly as it is avoiding unnecessary losses. For investors, money is capital, and like in cycling, it’s the losses that matter. That’s why capital preservation math is so important.
Here are the three key points that apply to capital preservation, whether the capital is time or money.
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