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.
When buying a stock, you are investing in the future of the company. Historically a stock price is highly correlated to earnings growth. If earnings grow, the stock increases and vice versa. What we have seen in the past decade is that many US large company stock prices have increased,…Read More
One topic that often is overlooked when it comes to personal finances is risk exposure. Risk is why all sorts of insurance products exist. Sure, we know we need car insurance in case we are in an accident and medical insurance in case we have an accident or severe illness. …Read More
As we have said in previous blogs, it is important for individuals to attempt to save money into three distinct “buckets” during their working years. These buckets are the pre-tax bucket, the after-tax bucket and the Roth bucket. This blog will focus on saving into the Roth bucket. Roth savings…Read More