In volatile times, closed-end funds look attractive
Author: Daniel Beckerman, Beckerman Institutional In this volatile environment, many investors are more concerned with protecting their principal rather than finding opportunities across financial...
View ArticleIn praise of ETFs and financial democracy
Author: Daniel Beckerman, Beckerman Institutional Exchange traded funds have become one of the fastest growing segments of the financial markets. When ETFs were first being introduced they were sold as...
View ArticleGoldman Sachs and Morgan Stanley trade at attractive valuations
Author: Daniel Beckerman, Beckerman Institutional The movement Occupy Wall Street had a rowdy anniversary meeting last week. The idea of Wall Street certainly has changed since I first received my...
View ArticleThe challenge ahead after Sandy’s destructive wrath
Hurricane Sandy wreaked havoc on the east coast last week. We got to see some of the damage first hand as we are located in the New Jersey Shore area. There were massive power outages, downed trees,...
View ArticleWhy we like emerging market debt in 2013
As we approach 2013, all eyes are on the fiscal cliff. Government spending makes up a significant percentage of overall US GDP. If Congress fails to act to avert the deep expected spending cuts, I...
View ArticleHedge for uncertain times: Non-dollar, emerging market assets
The Dow Jones Industrial Average (INDU) has hit its all-time high, set in 2007. The US stock market has rallied significantly despite the debt ceiling issue and fiscal concerns. But this five-year...
View ArticleHow my contrarian bet on Facebook paid off
Since the Beckerman Institutional Asset Allocation portfolio inception a little over a year ago, we have achieved returns of about 16% (net of fees) over the last year as of August 8. Much of this...
View ArticleGoogle is smartly riding the shift to mobile
The U.S. stock market remains robust and the equity holdings in the Covestor Asset Allocation portfolio are performing well. Our largest individual stock holding, Google (NASDAQ: GOOG) recently made...
View ArticleThe oil bust will reveal buying opportunities
2014 was another positive year for the US stock market. The US bond market also produced competitive returns. On the surface it may seem that things are going well in the US financial markets. However,...
View ArticleNavigating the bond market maze
Much of our strategy in terms of risk management with the Asset Allocation portfolio has increasingly been associated with our viewpoints on interest rates and fixed income. Rather than discuss...
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