Banks Taking the Upside but Not the Downside
“Today giant banks not only create and sell investment products, but also bet on those products, and sometimes against them putting bank’s interests at odds with those of their customers.”
401(k) – Too Much of a Good Thing?
Investing too much in your company’s stock? A Hewitt survey reveals that when company stock is a 401k option, people hold an average of 21% of company stock. This allocation is too large given that many experts recommend that company stock should be <10% of your portfolio (think Enron and Lehman Brothers).
CHiPs vs. SEC
Now this is disappointing news. The do-gooder from CHiPs is taken down by a FBI+SEC sting. At least take a moment to click on the link and relive better times from the good old days.
Jon From CHiPs Charged with Securities Fraudhttp://gawker.comLarry Wilcox — better known as Ponch’s sidekick Jon from the 70’s-80’s cop show CHiPs — was caught in a sting operation by FBI agents and the Securities and Exchange Commission allegedly seeking kickbacks in exchange for penny-stock manipulation…
NorthStar Surges in September
NorthStar Equity Portfolio surged 20% in September and continues to outperform the S&P 500 over multiple time periods. We are passionate about supporting our clients through our unwavering commitment to disciplined and quantitative investing.
(Past performance is not an indication of future results. Please see performance disclosures at https://nstarcapital.com/performance)
It’s not easy to get rich…
“It’s not easy to get rich at Las Vegas or Church Hill Downs or at the local Merrill Lynch office.”
— Dr. Paul Samuelson (the first American to win the Nobel Prize in Economics)
Physicist Leads Flash Crash Investigation
NorthStar Capital Advisors was founded by a group of astrophysicists. So it warms our hearts to see another trained physicist successfully applying his analytical skills to bring stability and insight to the financial markets.
Ex-Physicist Leads Flash Crash Inquiry
The New York Times
The Great Recession: December 2007 ~ June 2009
The Great Recession is official in the record books. The 18-month recession began in December 2007 and ended in June 2009. This was the longest slump since the Great Depression according to National Bureau of Economic Research’s Business Cycle Dating Committee, a group of academic economists that determines these benchmarks.
Great Recession
Another view of the magnitude of the Great Recession
The Great Recession – Dec 2007 ~ Jun 2009
The Great Recession is official in the record books. The 18-month recession began in December 2007 and ended in June 2009. This was the longest slump since the Great Depression according to National Bureau of Economic Research’s Business Cycle Dating Committee, a group of academic economists that determines these benchmarks.
Equity-Indexed Annuities? Roll your own…
Considering equity-indexed annuities? Roll your own to get similar advantages and skip the downsides. Instead of a $10,000 annuity, you could put $7,260 into a 3.25% 10-year certificate of deposit from Discover Bank and $2,740 into Vanguard Total Stock Market.
Recent Posts
-
80% Rule for Retirement Income: Myth or Reality? November 13,2025 -
Tax Moves to Make Before 2026 October 30,2025 -
Unexpected Risks That Could Derail Your Retirement October 16,2025 -
Purpose Doesn’t Retire When You Do! October 2,2025 -
What the Fed sees…and why it matters September 2,2025