by on March 6, 2023
Open an eligible Schwab account and make a qualifying net deposit of cash or securities and earn a bonus award !! For complete details, click on the link below: Get Referral Code ...
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by on January 23, 2023
Embedded capital gains are unrealized gains in a mutual fund that are eventually passed to investors when the securities are sold. The net effect on clients is they may receive these taxable distributions on gains they did not participate in or realize. These capital gains are "embedded" because they are not realized or taxed until the shares of the mutual fund are sold. When a mutual fund manager sells a security at a profit, that profit is considered a capital gain for all shareholders, reg...
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by on January 23, 2023
Your Own Personal Fort Knox  ...
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by on January 12, 2023
Most price forecasts aren’t worth more than an umbrella in a hurricane. There are so many factors, so many ever-changing variables, that even the experts usually miss the mark. But there is value in considering predictions. It can solidify why one has invested, point to factors that may have been overlooked, or compel one to revise their expectations. ...
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by on June 9, 2022
By Jeff Clark, Senior Analyst, Hard Assets Alliance ...
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by on February 28, 2022
Every investor is occasionally caught off-guard by a stock that rapidly falls in price. While it’s not always possible to predict a stock price tumble, there are several warning signs that can help the alert investor. Stock investing requires regular attention. It’s imperative to constantly reevaluate your investments, particularly when the fundamentals or overall market changes.   By watching for the warning signs, you’ll be in a position to sell before it’s too late. A couple of minutes ...
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by on February 8, 2022
And how does one predict the future silver price anyway? That’s a good question, because it turns out that forecasting the shiny metal is different than predicting where a stock or even other metals are headed. I’ve compiled silver price predictions from a number of analysts, both inside and outside the precious metals industry. I’ll then give you the secret to determining where it’s headed, the three factors to predict its price, and finally my predictions for 2022 and the next five years. ...
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by on January 25, 2022
Most price forecasts aren’t worth more than an umbrella in a hurricane. There are so many factors, so many ever-changing variables, that even the experts usually miss the mark.  Further, some forecasters base their predictions on one issue. “Interest rates will rise so gold will fall.” That’s not even an accurate statement, let alone a sensible prediction (it’s the real rate that matters to gold). ...
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by on January 20, 2022
In the past much has been said about the efficiency of the traditional Assets Under Management (AUM) structure, based on a high minimum level of assets,  but without a single fee model suitable for every client and advisor. Today,  clients tend to want a more  holistic approach to financial advice; one that is based on helping  them achieve their financial goals.  Which is why, increasingly, alternative fee arrangements are in high demand. For clients 55 years and older, AUM is the go to mode...
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by on January 6, 2022
Our quarterly report—what we prepare for institutional investors—examines the performance of gold and silver vs. other major asset classes during the fourth quarter and full year of 2021. We also review the conditions that could ignite their prices in 2022.   The big story in 2021 was the jump in inflation. And then the Fed’s announcement in Q4 that it plans to raise interest rates multiple times in 2022. Gold and silver ended last year slightly lower, but with new policy and economic shifts e...
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by on December 18, 2021
SMA stands for Separately Managed Account. And UMA stands for Unified Managed Account. So far, so good. But what do they mean, precisely?     It’s a trick question. There’s not one, but many answers. We know from experience that the terms SMA and UMA mean different things to different people. Which, of course, causes confusion. We think we can help. Previously, we wrote about the multiple meanings of “model.” Here we do the same for UMA and SMA.     ...
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