Our Insight

& strategic views

Taxes — The Hidden Pitfall for Investors

February 18, 2008  |   Insight   |     |   0 Comment

By  E. Scott Batchelor, Jr.

Performance is the great leveler in the investment world. Most people are less concerned with how the vehicle looks than with how fast it travels, how much it costs, and how it will hold up in a crash (and yes, all three puns intended). However, measuring performance is not always as simple as one might think; especially when you take into account the obscurity under which many financial institutions operate. For instance, say you read that Mutual Fund XYZ had a 20% return for 2006. “Wow!” you’re probably thinking. Well, what if I told you that the fund had a ...

Is Risk Factored into Your Investment Plan?

April 07, 2007  |   Insight   |     |   0 Comment

By Andrew D. Davis

The fluctuations in the securities markets have increased in recent days, driven by a myriad of economic data that has some investors fearing the onset of a recession.  The former Federal Reserve Chairman, Alan Greenspan, a little out of character, publicly gave his probability of a recession by year end 2007 at one in three.  His well-followed speech sent a ripple throughout markets, bringing back the memories when market participants hung on his every word.

The large sell-off in China and other emerging markets caused investors world wide to reevaluate the risk premiums that are factored into their portfolios.  Some market pundits were crediting this to an ...

Page 4 of 41234

Insight Disclaimer: Smith Salley LLC's web site is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of Smith Salley LLC's web site on the Internet should not be construed by any consumer and/or prospective client as Smith Salley's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Furthermore, the information resulting from the use of tools or other information on this Internet site should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Smith Salley & Associates, LLC. By closing this box, you hereby agree that you have read and agree with this disclaimer.