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Correlation of Assets in Your Portfolio
Not Samesies For most of you reading this article, you likely have a portfolio with a mix of bonds and stocks. This is a common portfolio...
Summit Puri
May 6, 20243 min read
178
What is the Volatility Index, and how does it impact investments?
Understanding the Vix The VIX, also known as the CBOE Volatility Index, is a widely watched indicator in the financial world. It's not a...
Summit Puri
Apr 29, 20242 min read
176
The Phases of Retirement
Work Graduation! Congratulations! You’ve graduated from work! You’ve probably gone through numerous graduations by now, but none as...
Summit Puri
Apr 22, 20244 min read
188
One metric to rule them all, or not. Part 3
As we finish our 3-part series on metrics, if you haven’t read Part 1, Lagging Indicators, or Part 2, Coincidence Indicators, click on...
Summit Puri
Apr 15, 20243 min read
166
One metric to rule them all, or not. Part 2
As we start Part 2 of our 3-part series on metrics, focusing on lagging, coincident, and leading indicators, if you haven’t read Part 1,...
Summit Puri
Apr 4, 20243 min read
177
One metric to rule them all, or not. Part 1
‘Wouldn’t it be nice’ Wouldn’t it be nice to have one metric that we could all turn to in order to see how the economy is doing and...
Summit Puri
Mar 27, 20244 min read
184
Are you wealthy, rich, somewhere in between, or nowhere close?
What is Wealth There are countless online articles about being rich and how to define wealth. Even on our own Whitaker-Myers Wealth...
Summit Puri
Mar 25, 20243 min read
188
Purchasing Power: The highs and lows
Purchasing Power With the inflation rate, anything Jerome Powell says, and interest rates at the top of everyone’s news feed lately,...
Summit Puri
Mar 18, 20244 min read
193
Mean Median and Mode: How they equate to your finances today
Statistics Three statistics metrics that you likely remember from school are mean, median, and mode. Mean is the average value amongst...
Summit Puri
Mar 11, 20243 min read
263
Opportunity cost: An objective valuation and impact of your decisions
Did I make the right decision? In our day-to-day world, when we’re faced with decisions, there are two primary methods that our minds...
Summit Puri
Mar 4, 20244 min read
202
Investment strategies: Most common investment vehicles
What do you drive? I wish I could answer this question by saying I have that beautiful 67’ Shelby GT500 Mustang in my garage....
Summit Puri
Feb 26, 20246 min read
181
Artificial intelligence in Investing
Artificial Intelligence (AI) is a hot-button topic and has been for many years now. At the 2024 CES (Consumer Electronics Show) in Las...
Summit Puri
Feb 8, 20243 min read
181
Investing Metrics: Key Metrics Continued
This week, we continue our journey of navigating financial metrics. Some believe there is a secret sauce to investing, or better yet,...
Summit Puri
Feb 1, 20244 min read
190
Investing Metrics, Key Risk Metrics
In this week’s edition of the Investment Corner, we explore a few key risk metrics. The correlation coefficient and performance formula...
Summit Puri
Jan 25, 20243 min read
193
Asset Classes: Understanding your investments
Asset Classes Asset Classes, are they like Pilates at 9 am on Thursday? For those of you who have a background in science, like me, the...
Summit Puri
Jan 19, 20246 min read
233
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