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West Chester Capital Issues Brief on Options Based Portfolio Management Strategies - OBPMS
May 12, 2009 -- Risk is real. It is no longer an abstract concept. After the past 18 months, portfolios large and small have been decimated. Investors need returns and risk management more than ever. OBPMS sit squarely in that sweet spot, delivering better returns than the S&P 500, with significantly less risk. Read our brief on options based strategies and the benefits they can bring to your portfolio, whether you are a large or small investor. Read more>>
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May, 2009 |
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Buy Low, Sell High
Successful investing requires a strong contrarian streak. Buying straw hats in the winter is an appropriate metaphor for the contrarian pursuit. The attached table shows just how rewarding patience and discipline can be.... Read more>>
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May, 2009 |
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401(k) Checklist for a Fiduciary Audit
Proposed U.S. Department of Labor guidelines for 401(k) plan sponsors will require full disclosure and transparency of all costs, services and compensation arrangements. Would your 401(k) pass a Fiduciary Audit? Our Checklist for a Fiduciary Audit is attached ... Read more>>
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September 2008 |
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Market Volatility Brief
Market volatility seems worse than ever. Many factors may be contributing to the increased volatility. Find out what factors are driving market volatility and how to make volatility your ally in the quest for investment returns ... Read more>>
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August 2008 |
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The Lost Decade and The (almost) Inevitable Rebound
With the decade of the 2000s more than 85% over, it does not seem too hasty to label it the "Lost Decade" for legions of investors. Through the end of the second quarter of 2008, the S&P 500 is more than 12% below its close on December 30, 1999. Read more>>
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July 2008 |
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We regularly update this section of the site in response to market conditions, news, and other information important to our clients.
This page will bring news, insights, truth and perspective to all of our viewers. Our intent is always to create clarity for you. |
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