NEWS

April 17, 2024

A Reverse Mortgage on America

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
January 17, 2024

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
November 14, 2023

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
October 9, 2023

Permanent Inflation

Total Federal spending for fiscal 2023 stands at over $6 trillion with a projected deficit of $2 trillion by the nonpartisan Committee for a Responsible Federal Budget (CRFB). This marks a reversal from last year’s drop, increasing concerns over deficits, inflation, and spending.

KnowRisk® Report News
October 4, 2023

Diving into Investing and a DIY Portfolio

Derek Fossier helps Fox 8 Viewers start investing for the long run.

News Video
July 21, 2023

Artificial Intelligence (Written by AI)

This is the first KnowRisk Report on the topic of artificial intelligence, written completely by artificial intelligence computers. We asked the computer 3 questions: What are the pros and cons of using AI for investment research? Where will AI be in 5 years? Will AI ever surpass human intelligence?

KnowRisk® Report News
April 18, 2023

Bringing Risk Management to Index Funds

Bringing Risk Management to Index Funds For many companies the phrase; “We have always done it this way” are famous

KnowRisk® Report News
January 12, 2023

Biz New Orleans Podcast: Investment Expert Shepard Buckman Charts a Course for 2023

Biz New Orleans Podcast: Investment Expert Shepard Buckman Charts a Course for 2023 The S&P 500 hit its high mark

News
October 28, 2022

Equitas Founder David Thomas talks with City Business about Equitas’ 20th anniversary and the future of wealth management

Equitas Founder David Thomas talks with City Business about Equitas' 20th anniversary and the future of wealth management With 20

News
September 14, 2022

Does Your Financial Advisor Use the “F” Word?

Does Your Financial Advisor Use the “F” Word? They should, especially when “F” stands for Fiduciary.A Fiduciary is a financial

News
August 8, 2022

Equitas Capital Advisors Wins Hedgeweek Americas Award

Equitas Capital Advisors Wins Hedgeweek Americas Award New Orleans-based Equitas Capital Advisors was awarded the Hedgeweek Best Multi-Strategy, Multi-Manager Fund

Awards News
July 5, 2022

Baby, It’s (Maybe Getting) Cold Outside

Baby, It’s (Maybe Getting) Cold Outside How to protect your investment portfolio from rising interest rates.The smoking hot U.S economy

News
July 1, 2022

What are some ways investors should change their strategies with rising interest rates?

What are some ways investors should change their strategies with rising interest rates? A balanced portfolio, and one meant to

News
June 20, 2022

Equitas Capital Advisors Derek Fossier mentoring the Tulane Algorithmic Trading Club

Equitas Capital Advisors President Derek Fossier mentoring the Tulane Algorithmic Trading Club Equitas Capital Advisors President Derek Fossier spent the

News
June 2, 2022

New Orleans CityBusiness Money Makers honors David Thomas

New Orleans CityBusiness honors David Thomas https://www.youtube.com/embed/vxuLQF5LBRIrel=0

News Video
June 1, 2022

Equitas Capital Advisors Promotes Fossier, Hires Punyani

Equitas Capital Advisors Promotes Fossier, Hires Punyani New Orleans-based Equitas Capital Advisors has named Derek Fossier president and hired Rohit

News
May 19, 2022

Rachel Kaplan has been named president of Equitas Partners LLC

Rachel Kaplan has been named president of Equitas Partners LLC Rachel Kaplan has been named president of Equitas Partners LLC, the

News
May 19, 2022

Living with higher interest rates

Living With Higher Interest Rates https://youtu.be/iipnz-u9Jbk?rel=0 With the economy overheating, interest rates are rising. Equitas Capital Advisors President, Derek Fossier,

News Video
April 26, 2022

5 tips to protect your investment portfolio from rising interest rates

5 tips to protect your investment portfolio from rising interest rates The economy is hot. So hot, in fact, that

News
November 30, 2021

LP: Best Multi-Strategy – Multi-Manager Fund: Equitas Evergreen Fund, LP

LP: Best Multi-Strategy – Multi-Manager Fund: Equitas Evergreen Fund, LP https://vimeo.com/649910957 Equitas CEO and Founder, David Thomas voiced his appreciation

Awards Video
November 4, 2021

2021 HFM US performance award: Equitas Evergreen Fund

2021 HFM US performance award – Equitas Evergreen Fund New Orleans-based Equitas Capital Advisors earned the 2021 HFM top performance

Awards
December 23, 2020

Equitas Announces the Hiring of Shepard A. Buckman

Equitas Announces the Hiring of Shepard A. Buckman David S. Thomas, Jr., CEO of Equitas Capital announces the hiring of

News
February 7, 2020

Equitas announces the addition of Nicholas S. Thomas

Equitas announces the addition of Nicholas S. Thomas David S. Thomas, Jr., CEO of Equitas Capital Advisors, LLC announced the

News
July 25, 2018

Director of Investments Derek Fossier talks to U.S. News

Director Of Investments Derek Fossier Talks To U.S. News Derek Fossier, Director of Investments, talks to U. S. News about

News
February 18, 2018

CEO David S. Thomas Talks To U.S. News

Director Of Investments Derek Fossier Talks To U.S. News Derek Fossier, Director of Investments, talks to U. S. News about

News