Blog

China Trade Deal: What It Means for Your Portfolio

 According to THOR’s disciplined approach, we believe international stocks (especially emerging markets) are set to outperform US stocks over the next several years. The current trade dispute between the US and China may be a catalyst. If a deal…
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THOR’s Disciplined Approach

Jim Gore, CIO, discusses the first two steps of THOR’s investment process. He uses these steps to describe an investment opportunity in Master Limited Partnerships (MLP’s) today.
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Market Sell-Off Update: Why Diversification Matters

Before the recent sell-off, the S&P 500 was more overvalued than the beginning of 2000 (when looking at price-to-sales ratio). This market sell-off is also different than that of 2000. Here we have seen all parts of the market sell-off…
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Income Tax Breaks for Homeowners

The U.S. government has a long standing history of including incentives in the income tax code to encourage home ownership.  This is because of the positive impact home buying has on the economy – consumer spending makes up over two-thirds…
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Corporate Debt Looms Large

Corporations have had the wind at their backs with low interest rates. This lead to record levels of corporate debt issuance, which has surpassed 45% of GDP. There are now over $4trillion in corp. bonds due over the next 5…
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Using Buckets for a Long Term Savings Strategy

In our last blog, we talked about how important human capital can be as it relates to your total economic wealth.  Saving as much of your income as possible, especially in your early earning years, is critical.  Just as important…
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Fed is Falling Behind the Curve

 Short term interest rates should be much higher – possibly 5%. The Federal Reserve is behind the curve and we believe this will lead to inflation.
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Do I Need A Living Trust?

Much has been written about the use of a living trust as a means of reducing the cost of passing your assets to your heirs at death.  For most people, the primary motivation for creating a living trust is to…
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Market Updates

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