KnowRisk® Reports

May 1, 2014

Buy Low, Sell High or Buy High, Sell Higher?

Buy Low, Sell High (The Value Style of Investing) or Buy High, Sell Higher? (The Growth Style of Investing) “The

KnowRisk® Report
February 11, 2014

The Fed Forecast

The Fed Foreccast What will interest rates do? Who really knows? The answer to that question is important to the

KnowRisk® Report
October 13, 2013

Deep Dive: Floating Rate Bank Loan Funds

Deep Dive: Floating Rate Bank Loan Funds Floating Rate Bank Loan Funds
 Overview Equitas believes that investing in floating rate

KnowRisk® Report
April 18, 2013

Back in the USA

Back in the USA As a proud member of the Baby Boomer generation, I can remember the surprise when the

KnowRisk® Report
February 18, 2013

The Working Retired

The Working Retired One day retirement wealth will be important - at least to those of us still kicking. The

KnowRisk® Report
December 18, 2012

The Warning Label

The Warning Label  INVESTMENT GENERAL’S WARNING:Bonds may come with significant risk of rising rates, loss of purchasing power, and inflation It

KnowRisk® Report
October 12, 2012

An Interest in Dividends

An Interest in Dividends THE CASE FOR DIVIDENDS “Do you know the only thing that gives me pleasure?” oil magnate

KnowRisk® Report
July 18, 2012

It’s A (Not So) Small World, After All

It’s A (Not So) Small World, After All The iconic Sherman brother’s song written for Walt Disney for the 1964

KnowRisk® Report
April 10, 2012

Return-Free Risk

Return-Free Risk THE LONG-TERM BOND MARKET Government bonds represent one of the oldest forms of financial securities. In the 17th

KnowRisk® Report
January 15, 2012

Dynamic Risk Management

Dynamic Risk Management GRATHAM’S CAUTIOUS OUTLOOK Jeremy Grantham is one of the current asset allocation gurus on Wall Street. He

KnowRisk® Report
October 28, 2011

Ike’s Warning Revisited

Ike’s Warning Revisited On the 50th anniversary of President Eisenhower’s farewell address, his thoughts on the “military-industrial complex” still resonate

KnowRisk® Report
April 27, 2011

Play Your CARDs Right

Play Your CARDs Right Correlation Asset Allocation Rebalancing Reduces Risk Diversification If you play your cards right, things are going to happen in the long run. In the short run, it is  anybody's guess. – Ron Livingston,

KnowRisk® Report
January 22, 2011

Recognizing an Inflection Point (When You See One)

Recognizing an Inflection Point (When You See One) "Those that fail to learn from history, are doomed to repeat it"

KnowRisk® Report
July 2, 2010

Economic Indicators

Economic Indicators Financial SignpostsAn economic indicator is simply any economic statistic, such as the unemployment rate, Gross Domestic Product, or

KnowRisk® Report
April 10, 2010


Commodities Additional Diversification for an Investment Portfolio In the past, the mere mention of “investing in commodities” conjured up images

KnowRisk® Report
January 12, 2010

Macroeconomics: The world economy

Macroeconomics: The world economy mac·ro·ec·o·nom·ics (mak-roh-ek-uh-nom-iks) –noun (used with a singular verb) “The branch of economics dealing with the broad

KnowRisk® Report
January 2, 2010

Portfolio Diversification

Portfolio Diversification The Role of Asset Allocation What is Asset Allocation? The asset-allocation decision is one of the most important

KnowRisk® Report
September 9, 2009

Investor Behavior

Investor Behavior Seeing is believing… or is it? The graphic below is an illusion. When you look at the graphic

KnowRisk® Report
August 26, 2009

Out of the Comfort Zone

Out of the Comfort Zone Fear and Contrarian Investing in Uncertain Times You may have found in recent months that

KnowRisk® Report
July 2, 2009


Indexes This month's KnowRisk topic may, at first, seem very simple. After all, even the most inexperienced investor knows what

KnowRisk® Report
January 2, 2009

Downturns and Recoveries

Downturns and Recoveries This edition of Equitas' KnowRisk series is focused on the history of stock market downturns, as well

KnowRisk® Report
December 10, 2008

Historical Perspectives

Historical Perspectives When the Levee Breaks: How history can help us understand the recent stock market crash The chart above,

KnowRisk® Report
October 18, 2008


Inflation This month, Equitas' KnowRisk is dedicated to a discussion of inflation. In these uncertain times for investors, it is

KnowRisk® Report
July 14, 2008

Risk and Volatility

Risk and Volatility KnowRisk is focusing on the closely interconnected concepts of risk and volatility this month. Risks come in

KnowRisk® Report
June 20, 2008

International Investing

International Investing This month, the KnowRisk series turns its attention to the subject of international investing. As the economies of

KnowRisk® Report
February 8, 2008

Long-Term Investment Performance

Long-Term Investment Performance Measuring Long-Term Market PerformanceBasic statistical analysis of historical asset returns can reveal the growth rate of wealth

KnowRisk® Report