With the Federal Reserve set to begin raising interest rates next week coupled with historically high inflation, DAC has provided a historical look at what typically happens to stocks and Dividend Growth investing when these forces are at play.…
The Russian invasion of Ukraine is having a major impact on global energy and capital markets. DAC has produced a summary of our thought on…
It is said that predictability is one of the foundations of all human behavior. Most of us in some way strive for consistency and predictable routines which causes us to react at times irrationally and or negatively to uncertainty. Thus, the volatility of the financial markets and human behavior are inevitably at odds both with fear and greed.
There have been many studies over the years trying to determine just how successful are individual investors. One of the most widely quoted research firms in this area, Dalbar, concluded a 20-year study which analyzed investors’ market timing successes and failures through their net purchases and sales of mutual fund shares. They call this the Guess Right Ratio…
Yield-On-Cost can provide insight into the potential future income on an investment today…
As we approach the end of 2021, there are several tax planning strategies that you may want to consider…
Aging populations in developed countries are creating significant investment opportunities…
Security of our personal information online has become increasingly important. To help you mitigate the risks associated with virtual threats, we have outlined steps you can take to help maintain security of your information and identity online…
On April 28th, President Biden called on Congress to enact the proposed $2.3 trillion, mostly infrastructure-related “American Jobs Plan” as well as a $1.8 trillion taxation proposal called the “American Families Plan”. To fund these plans, the former proposes increasing income taxes on corporate profits with the latter proposing income, estate and capital gains tax increases for wealthy individuals. Check out DAC’s summary of potential implications to address questions and/or concerns about how these proposals may affect your financial situation…
Thematic investing is an important component of DAC’s investment process. Lately, Bitcoin has been a headline grabber. But DAC is more interested in the underlying technology that drives cyber currencies, blockchain. Here’s a quick overview of this emerging opportunity…
Thematic investing is an important component of DAC’s investment process. Among the most interesting themes we’re currently reviewing is the rise of the New Space Economy: the Final Frontier of Investing. Here’s a quick overview of this emerging opportunity…