Is Semantic Search the Future of Investing?

Ever heard someone use the phrase, "That's just semantics"? Often, it's used to suggest that another person is arguing about language and not about ideas -- in other words, that the discussion is devolving into something unimportant. But today, semantics are taking on new importance as part of semantic search, a new type of online search technology that is delivering far more relevant results by taking language cues into account. 

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These Tech Stocks are Too Cheap Because of the SPAC Plunge

April 27, 2021

The market has been hard on special purpose acquisition companies (SPACs) as prices have fallen dramatically across the board. However, some technology companies caught up in the crossfire are trading too cheap. EV charging companies have sound fundamentals yet despite this they are trading 43% less than their annual highs. Meanwhile, the Biden administration is writing a two trillion dollar infrastructure plan with over $300 billion in EV incentives. EV stations are growing and will be a major part of the 'pump landscape' by 2030. Four stocks in the EV market trading at the discount are ChargePoint Holdings, EVgo, Volta, and box.

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What is Socially Responsible Investing (SRI)?

When it comes to investing, traditional considerations include risk and return, taxes, inflation, dividends, and diversification.

But, these days, investors want more. Many want to feel like they are promoting a cause that they care about.

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Tax Loss Harvesting in Volatile Markets

Although it can be stressful, stock market volatility can be very beneficial for the savvy investor. Why? Because as investors watch the Dow swing up and down, tax loss harvesting is a good way to make this chaos work for you.

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The Democrats' New Tax Plans are a Big Risk to Clients

(August 2020)

Advisors with high net worth clients—which serve as a large majority—need to be very mindful of numerous Democratic tax proposals. Not only would Biden's proposed tax plan raise income taxes to over 65% in California, and at least 52% everywhere in the US, but California has just proposed a wealth tax of 0.4% per year on all wealth over $30m per couple. The proposal seems likely to be passed because of Democrats' super-majority in the state's legislature. While Biden and the Democrats are still months away from the possibility of entering the White House, they are leading in the polls, which means advisors need to be aware of how these changes could affect advisors.

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The Difference Between Small-Cap and Mid-Cap Funds and ETFs

Before we can understand the difference between various types of funds, we must first understand market capitalization.

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The Election is Now the Worst Volatility Risk in VIX History

(September 2020)

It is blatantly obvious that the nation is experiencing a great deal of tension about the forthcoming presidential election on November 3rd. However, what is starting to emerge is that investors' anxiety has turned the election into the single largest risk event in the history of the VIX volatility index. Hedging against election market volatility has grown so intense that it has breached a record for the highest ever event risk. Let that sink in for a moment. According to Bloomberg "In the history of the VIX futures contracts, we've never had an event risk command this sort of premium into forward-dated vol at a specific tenor ... That obviously suggests that markets anticipate some pretty incredible fireworks".

 

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The New Fiduciary Rule May Be Much Tougher Than Expected

(August 2020)

Since the new version of the DOL's fiduciary rule was announced, the general attitude of the wealth management industry has been ambivalence. No one really wants a new regulation, but this one was created in coordination with the new SEC Best Interest rule and is much less stringent than the dreaded iteration that was defeated in court many months ago. That said, a new development has occurred in the last week which might mean the rule comes in tougher than expected. Critics of the rule have been ardent about its failings, and in particular, that the DOL seems to be rushing to implement it. The public comment period for the rule closed on August 6th—a period Democrats said was far too short—and now that it has ended, the DOL has surprisingly announced that it will hold a public hearing on the new rule on September 3, where individual commenters will be able to give ten minute video presentations about their objections to the rule.

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The Real Difference Between ETFs and Mutual Funds

With all the volatility of the stock market, it may be comforting to remember that past trauma in the market has led to benefits for today's investors. One such benefit: The exchange traded fund, or ETF, which was spawned from the ashes of the 1987 stock market crash.

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The Rise of the Thematic Investor

The world is changing fast, and so are the ways that investors are spending their money.

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