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Altrius Capital Blog

04 Sep 2019

Even Buffett Can Get It Wrong

Posted by James Russo

During his annual shareholder meeting in 2018, Warren Buffett advised investors to put all their money into the Vanguard 500 index. In contrast, "The Big Short" investor Michael Burry recently explained why the wildly popular inflows to index funds are distorting the prices of the stocks they are designed to track and warned about the bubble.

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Topics: stocks, portfolio, investor, value, investors, growth, bubble, indexes, nasdaq, index

26 Jul 2019

The Death of the “Stretch IRA”

Turns out Congress can actually agree on something – and it could drastically alter your financial plan

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Topics: ira, tax, planning, beneficiary, americans, retirement, taxes, burden, act, owner

23 Jul 2019

Rush for Fool’s Gold in the Hot IPO Market

Posted by Brady T. Gingrich

If you’ve been tuned in to financial news over the first half of the year, you’ve undoubtedly heard and read about the stream of initial public offerings (IPOs) hitting the markets over the past few months. From ridesharing behemoths to producers of plant-based meat alternatives, the majority of these share offerings have belonged to emerging tech companies which have shown tremendous growth and now seek public investment following multiple rounds of private funding. These companies often see stratospheric returns in their initial days of public trading before cooling and returning to Earth. This post will address the recent IPO craze from our perspective and highlight why we steer clear with our investors’ capital.

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Topics: investor, prices, investors, investment, price, companies, earnings, ipo, valuations, profitability

10 Jun 2019

Why ESG and SRI are BS!

Posted by James Russo

Some weeks ago, I saw my seven-year-old daughter watching "The Lorax," a movie based on Dr. Seuss' favorite children's book. Although the fable is ostensibly used to express Dr. Seuss' anger at corporate greed, I believe the story displays that greed and care of the environment can coincide with one another.

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Topics: stocks, investor, investors, investment, funds, management, companies, governance, csr, sri

07 Jan 2019

Attention Kmart Shoppers...20% "Bluelight Special" What Do I Do With My Cash Now?

Posted by James Russo

Over the past decade, I was continually asked by prospective clients at the beginning of every year what they should do with the cash they have been sitting on as they have been too afraid to get back into the market after the financial crisis. Year after year rolled by with sound returns missed by these individuals who sat on large cash positions. Their usual response was that they were "waiting for the right time to invest and for a 10% or 20% market sell-off to do so". Unfortunately for them, every time a ~ 10% market correction occurred they were still too afraid to get into the market as whatever event was currently occurring kept them from investing. Now that the stock market has sold off more than 20%, one would think investors would be clamoring to finally enter again. However, we know that isn't the case as more investors are currently selling than buying and individuals are again too afraid to purchase equities.

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Topics: stocks, portfolio, cash, market, investors, clients, price