Engineering Financial Solutions®

Equitas Capital Advisors, LLC was designed to blend the resources of a large corporation with the flexibility of a local, independent firm. The purpose of Equitas is to design, build, and deliver financial solutions for our investors. Equitas Capital Advisors has over 200 years of combined investment consulting experience serving clients ranging from corporations, endowments, foundations, family offices and high net worth individuals.

2023 Investment Review – Magnificent Seven Lead Domestic Large Cap Outperformance

Defying widespread recession predictions, the S&P 500 stock market index soared an impressive 26% in 2023. As Warren Buffet says, “never bet against America.” That large headline number obscures the narrowness of a market lead by “the Magnificent Seven” (Nvidia, Tesla, Apple, Microsoft, Amazon, Meta/Facebook, and Alphabet/Google).

KnowRisk® Report News

How to Lose Half Your Money in Government Bonds

Yes, you can lose half your money in government guaranteed bonds. The iShares index ETF “TLT” of 20-year treasury bonds shown below has lost half its value in the last 3 years. Some bonds, 30-year Treasuries for example, have been impacted even worse. Long time clients are well familiar with Equitas’s position on bonds having written KnowRisk reports “Return-Free Risk” in 2012 and “The Warning Label” 2014. Did we know that treasury bonds would lose half their value? No, we just thought that a 1% yield was not worth the risk of investing. Now, we are recognizing the opportunity presented by the highest bond yields in decades.

KnowRisk® Report News