Atlas Fiduciary Financial Blog

Forgetting Small-Cap Stock Is a Mistake (Video)

The small cap asset class represents companies with a relatively small market capitalization. Recall from prior posts that a company’s market capitalization is the market value of its outstanding shares. Companies are typically divided according to market capitalization: large-cap ($10 billion or more), mid-cap ($2 billion to $10 billion), and small-cap ($300 million to $2 …

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Should I invest in a SPAC? (Video)

A discussion around IPO investing (see blog on what is an IPO? ) can lead to a discussion around SPAC investing.  In fact, there seems to be even more frenzy around SPACs, an alternative to the traditional IPOs this year as the amount of money and the number of SPACS outpace the traditional process.  According to the …

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Is Diversification Dead? (Video)

It is a mistake for consumers and even investment managers to question the wisdom of diversifying amongst many asset classes.  We have heard “advisors” say, “oh I don’t believe in modern portfolio theory”.  Every time we hear that we find out that advisor has not been adequately educated in modern portfolio theory and does not …

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Selecting a Financial Advisor: Designations and Education That Matter (Interviewed Video)

In our previous blog/video we discussed the regulation (or lack thereof) of people who call themselves financial planners. That issue is intimately related to the lack of any formal requirement that financial planners have a designation or some other evidence that they have the education one would think is necessary to advise consumers competently. We …

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