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Category Archives: Investment Policy Statement

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How to Invest Retirement Portfolio with Upcoming Presidential Election?

How to Invest Retirement Portfolio with Upcoming Presidential Election?
Investors are asking, how should I invest my retirement portfolio with the upcoming Presidential Election?  This is the time many investors can become seduced into the notion of “beating the market”, or reaping “windfall profits” from moves in certain sectors and/or stocks in the securities market.  Unfortunately, market pundits supported by academic research would have…
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Defending Public Safety Employees’ Retirement Act Provides Tax Relief to PBSO Deputies and Palm Beach County Fire Rescue Professionals from Early Retirement Withdrawal Penalties

Defending Public Safety Employees’ Retirement Act Provides Tax Relief to PBSO Deputies and Palm Beach County Fire Rescue Professionals from Early Retirement Withdrawal Penalties
The Trade Priorities and Accountability Act of 2015 (H.R. Bill 2146), also known as the Defending Public Safety Employees’ Retirement Act, became effective December 31, 2015. The new tax law expanded the exemption for many federal public safety employees to include federal law enforcement officers, customs and border protection officers, federal firefighters, and air traffic…
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Investment Selection Styles: Portfolio Construction Implications

Investment Selection Styles: Portfolio Construction Implications
Investment Selection Styles: Portfolio Construction Implications Classic equity portfolio management of mutual funds, insurance product subaccounts and separately managed accounts predominately utilize either a growth or value style investment selection process, or a blend of the two investment styles.  This discussion of equity investment selection styles relates only to the portion of a portfolio which…
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Multi-Cap Investment Strategies Provide Benefits to Investors In The Long Run

Multi-Cap Investment Strategies Provide Benefits to Investors In The Long Run
Academic research suggests that investors can realize greater investment returns over multiple business cycles when they allocate a portion of the investment portfolios in small and mid cap sized companies. Many investors place too great an emphasis on large cap stocks for their asset allocation models. By so doing, investors miss a significant portion of…
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