by Manish Khatta | Dec 19, 2017 | Investment Management
As a registered investment advisor and fiduciary, when it comes to making an investment recommendation the clients’ interests always come first. What about the other aspects of your business? Most companies follow the common maxim that boldly states “the client...
by Manish Khatta | Aug 17, 2017 | Investment Management
The bull market for bonds has lasted for over 30 years—that’s an entire generation that has only known falling interest rates and favorable bond market returns. Fixed income pundits have called for an end to this bull market run for several years now, but it hasn’t...
by Manish Khatta | Aug 2, 2017 | Investment Management
On our web site, we clearly state that one of our goals is to strive to generate the best return with the least amount of risk. Achieving this goal can come in different forms, depending on each investor’s risk level. We are not afraid to admit some of investors may...
by Manish Khatta | May 31, 2017 | Investment Management
It’s quite common for investors to struggle understanding that investing is not a sprint but rather a marathon. When deciding on investments it’s important to understand the long-term risk to reward value add of the product, which can be further defined and...
by Manish Khatta | Apr 12, 2017 | Investment Management
The financial world has many ways to talk about risk—alpha, beta, Sharpe ratio and so on—but at the end of the day, how much do investors, or frankly most financial professionals, really understand about these terms? The answer is, not much. No one really understands...
