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The Coefficient of Correlation
In previous posts, we’ve discussed how when we look at comparing returns, it is important to make sure that we compare like to like. For...

Summit Puri
Feb 252 min read
11


Understanding Mean Reversion in Trading
What is Mean Reversion? Mean reversion is a financial concept that describes the tendency of a stock or index price to return to its...

Summit Puri
Dec 19, 20243 min read
62


What is the Efficient Market Hypothesis?
The Efficient Market Hypothesis (EMH) The efficient market hypothesis (EMH) is a theory that suggests that share prices accurately...

Summit Puri
Nov 11, 20243 min read
161


Intentionality Series: Part 3
Moving our intentionality discussion further, think about this - intentionality without purpose is essentially misdirection. As discussed...

Summit Puri
Oct 21, 20243 min read
176


Intentionality Series: Part 2
Picking up from where we left off from where we left off with Part 1 of this series , it’s probably important to discuss intentionality...

Summit Puri
Oct 7, 20243 min read
192


Intentionality Series: Part 1
A home purchased with CASH While driving to the gym this morning, I turned on “The Ramsey Show’s Highlights” for 8/26/24 and listened to...

Summit Puri
Sep 9, 20242 min read
170


Timing vs. Time in the Market
Time in, or Timing investments In an article written by our very own Clay Reynolds , he sets up this discussion really well. I’d...

Summit Puri
Sep 3, 20242 min read
174


When is a good time to refinance your mortgage?
Macroeconomic Landscape Hopefully, you’re following our weekly market update and have been tuned in to hear President and Chief...

Summit Puri
Aug 19, 20243 min read
174


HENRY - High earners, not rich yet
What is a HENRY? The acronym HENRY, "high earner, not rich yet," encapsulates a demographic segment often associated with millennials...

Summit Puri
Aug 12, 20242 min read
174


Risk Ability vs. Risk Tolerance
Great Reads If you get to know me personally, you’ll learn that I love to read. I frequently share interesting reads and books with our...

Summit Puri
Aug 5, 20243 min read
177


Systematic and Unsystematic Risk Factors
Globalization In our interconnected global world, computer dysfunction can greatly disrupt our daily lives. Our lives are connected...

Summit Puri
Jul 29, 20243 min read
182


Taxes, it’s not really a love-hate relationship, is it?
I don’t think I’ve ever met anyone who enjoys paying their taxes. However, there is probably someone out there that does. From my...

Summit Puri
Jul 22, 20242 min read
170


Fundamental and Technical Analyses
As a prelude to this discussion, I wrote about intrinsic and market value last week in the Investment Corner. This is a rare instance, so...

Summit Puri
Jul 15, 20243 min read
185


Intrinsic vs Market Value/Price
Intrinsic and market value or the price of a stock are important distinctions that investors should understand as they develop their...

Summit Puri
Jul 8, 20243 min read
183


Asset Allocation Strategies -The Perfect Melody of Style, Strategy, Monitoring and Rebalancing
Recap Last week, we dove into defining the difference between asset location and asset allocation. As a quick refresher, asset location...

Summit Puri
Jul 1, 20244 min read
175


Asset Location vs Asset Allocation
I came across the topic of “Asset Location vs. Asset Allocation” a few weeks ago when I was reading, and knowing how similar they sound,...

Summit Puri
Jun 17, 20242 min read
176


It’s a Risky Business, or is it?
When you think about risk, do you immediately think of the probability that some unfavorable outcome will occur? Most of us do. However,...

Summit Puri
Jun 10, 20243 min read
192


Alternative Investments – Private Credit
Once again, we delve deeper into the world of alternative investments. So far on our journey, we’ve explored REITs, Structured notes, and...

Summit Puri
Jun 3, 20243 min read
169


Alternative Investments – Private Equity
Once again, we delve deeper into the world of alternative investments. This large class of investments has many unique characteristics...

Summit Puri
May 28, 20243 min read
163


Alternative investments – Structured notes
Last week, we defined alternative investments and explored one of the most common products within this category: REITs. If you would like...

Summit Puri
May 20, 20244 min read
185
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