Special Research Articles

We featured Jerry Dickman on our call. Jerry talked about Life Settlement Solutions, an area of insurance that I was not aware of. Jerry has spent most of his career in the insurance industry helping Financial Advisors with their clients.

This is an updated report for the small cap sector review. 

This is an updated report for the small cap sector review. 

This is an updated report for the small cap sector review. 

This is an updated report for the small cap sector review. 

This is an updated report for the small cap sector review. 

Attached, please find our second special research report, on Currency ETFs.  While we may update this sort of special report from time to time, these are intended more as standalone reports and will not updated on a scheduled basis. We think this is a good way to highlight certain markets of interest and add a little more to your subscription.

This is an updated report for the small cap sector review. 

This is an updated report from the July 2015 small cap sector review. 

This is an updated report from the July 2014 small cap sector review. 

With higher tax rates a reality, one of the potential traps for investors could be the desire to wait for long-term gains as opposed to short-term gains. We understand and appreciate this (what investor wants to pay higher taxes?), but the real question should be how much money the client actually receives, net of taxes, after a sale.  

This research piece is in response to a question we always get about ETF Liquidity, and how to trade supposedly thin ETFs.  We feature Grayson Lipton, Head of ETF Execution and Liquidity Services at Invesco Powershares.

This is an updated report from the January 2014 small cap sector review, which could be a strong addition to portfolios through 2014. 

This is an updated report from the January 2013 small cap sector review, which could be a strong addition to portfolios in 2014. 

The following report shows the results of the two Tax Loss Bounce lists we have published since the start of the FRED Report 3 years ago. The basic idea of the Tax Loss Bounce list is to take advantage of the January Effect – a market phenomenon that occurs because people sell stocks with losses at yearend, that then rally back sharply in the new year.

Phil Erlanger, CMT looks at the meaning of a correction during a low VIX reading in his December www.goodmorningwallst.com article: "Camelot Phase Correction"

This is an updated report from the May 2012 small cap sector review, which could be a strong addition to portfolios in 2013. 

This is an updated report from the February 2012 small cap sector review, which could be a strong addition to portfolios in 2012. 

This report is a sector review for small cap sectors, which could be a strong addition to portfolios in 2012. 

Attached, please find our first special research report, on Currency ETFs. We have been thinking about doing some special projects for some time, and would love your feedback on this review along with any suggestions for further such projects.