08 Jun 2017

Waiting for the Market to Fall Under Trump? It Should Happen This Year

Investment professionals with exceptional research skills, proven track records and access to large amounts of data are in a better position to discern the investment future than average people. So with that in mind, here are well-prepared assessments from Kevin C. Smith, CFA, founder and CEO of Crescat Capital, Denver, and

Chuck Epstein 0
29 Nov 2016

CalSTERs CIO Says Indexing Is Best For Individual Investors

The Chief Investment officer (CIO) of CalSTRS, the second largest pension fund in the U.S. said his fund relies more on indexing than active management primarily due to the high fees and sub-par returns associated with active management for their $192 billion pension fund. In an interview on Bloomberg TV today

Chuck Epstein 0
24 Sep 2015

Is the Cannabis Business Poised to be the Most Technological Industry Ever?

Call it good timing, fortuitous luck, or being in the right place at the right time, but the cannabis industry seems poised to become the most technological industry ever to develop. While the assembly line revolutionized auto manufacturing in 1913, this sole technological advance did not immediately change other elements

Chuck Epstein 1
01 Sep 2015

What Your Financial Advisor Should Be Doing For You

The age of consumerism has passed over the financial services industry. This means average investors who buy mutual funds, insurance policies, annuities and other types of investments work under the assumption that their financial representative is working in their best interests. This is a false assumption. As numerous lawsuits and

Chuck Epstein 0
24 Aug 2015

Why Severe Market Drops Are Fool’s Mate for Individual Investors

Fool’s mate happens in chess when a player, often a novice, is boxed into a position where any action leads to defeat. That’s the case for individual investors today as evidenced by the record 1,089 point drop in the Dow-Jones Industrial Index in first few minutes of trading on August

Chuck Epstein 0
31 Jul 2015

How the Decline in Housing Wealth Affects Financial Planning

The unprecedented decline in housing prices suffered as a result of the 2008 recession is still significantly affecting retirement wealth, but it also has great far-reaching implications for the future of retirement planning. The reason: home ownership is the main engine for generating retirement wealth for most Americans. Housing wealth exceeds

Chuck Epstein 0
30 Jul 2015

The Cannabis Industry Should Become the Newest Gem in Social Investing

If your cannabis company is considering going public or formally looking to attract institutional and retail investors, you should consider a marketing approach based on social investing. This is because socially responsible investing (SRI) is a distinct and proven sector in the investing world that attracts individual and institutional investors

Chuck Epstein 1
02 Jun 2014

Capital, Austerity, Alienation and Pensions

“To put it badly, there are two ways to become wealthy: to create wealth or to take it away from others. The former adds to society.  The latter typically subtracts from it, for in the process of taking it away, wealth gets destroyed.”  –Joseph Stiglitz, Nobel Prize Winner in Economics,

Chuck Epstein 0
06 May 2014

Should You Pay for Fund Underperformance?

 “While 85% of the equity managers studied underperformed the market in nearly all relevant time periods, the amount of fees extracted globally for this and other financial-intermediation services is in the range of $1.5 trillion annually.” –Suzanne Duncan, global head of research for State Street’s Center for Applied Research

Chuck Epstein 0
24 Apr 2013

PBS Frontline Airs Powerful Segment on the Nation’s “Retirement Mess”

Advocates for passive investing, mutual fund fee disclosure, fiduciary reform and the critics of the nation’s poorly designed $10 trillion 401(k) and retirement industry gained some high ground in this critical debate last night (April 23, 2013) in the PBS Frontline segment, “The Retirement Gamble.” Host and co-writer Martin Smith

Chuck Epstein 2