Blog Archives

Happy New Year

The year is new, the hopes are new, the aspirations are new, but our warm wishes for happiness and prosperity remains the same for you and your family ... Read More

Happy Thanksgiving

A special greeting of Thanksgiving time to express to you our since appreciation for your confidence and loyalty ... Read More

On This Veterans Day…

"Our debt to the heroic men and valiant women in the service of out country can never be repaid. they have earned our undying gratitude America will never forget their sacrifices." - Harry S. Truman ... Read More

Can Brexit lead to International Investment Opportunities?

International stock markets provided impressive returns for the third quarter of 2016, surpassing those of two widely recognized U.S. stock market indices (i.e. the S&P 500 Index and the Dow Jones Industrial Average). For example, in terms of international developed markets, the MSCI EAFE (net) finished the third quarter with a gain of 6.43%. ... Read More

Happy Labor Day!

Labor Day weekend marks the unofficial end of summer. However you chose to spend the holiday weekend, we hope you enjoyed your time with family and friends ... Read More

How Will this Election Affect the Stock Market?

With the national political party conventions now behind us, many investors and financial advisors have been asking us for our prediction on whom we believe will likely occupy the Oval Office for the next four (and possibly eight) years and the likely impact on the economy and stock market of such a victory. ... Read More

U.S. Stocks hit Record Highs….now what?

The S&P 500 index (S&P 500) and the Dow Jones Industrial Average (Dow) both hit record highs on July 12, 2016 with the S&P 500 reaching 2,152.14 and the Dow climbing to 18,347.67. While some were celebrating these new highs and the extent of this current secular bull market run following the market meltdown of 2008 and ensuing “great recession”, others are concerned that this bull market run may now be a little long in the tooth and that current market valuations may be too high. ... Read More

Happy Fourth of July!

What It Means to Be an American To believe in the promise of a better tomorrow, and stand united in our efforts ... Read More

How Investors Can Prepare for the Brexit Vote

Delivering on an earlier campaign promise to let the people decide the fate of Great Britain and the European Union (EU), current Prime Minister David Cameron will bring the referendum to a vote on June 23, 2016. The stakes are significant and could have both short and long term implications on worldwide stock markets as well as the economies of Great Britain and the Euro zone as a whole. ... Read More

Thoughts on Memorial Day…

This year, as on every Memorial Day, we celebrate by honoring and remembering those who have fought to protect our freedom and liberties ... Read More

Opportunities abound in Healthcare Sector

When reviewing current investment opportunities in the Healthcare sector, one should start by looking at the overall demographics of our society and the forces driving the need for innovation in the field of medicine altogether. ... Read More

The Ins and Outs of Municipal CEFs

Given the likely continuation of the record low fixed income yield environment for the foreseeable future, potential periods of heightened, future stock market volatility and attractive current yields versus comparable taxable investments, municipal bonds and municipal bond-oriented investment strategies, including closed-end funds (CEFs), have been in high demand of late. ... Read More

Reasons why this Market Selloff is Overdone

Concerns over a slowdown in Chinese economic growth and plummeting oil prices have been credited with being the major factors contributing towards the dramatic volatility in global stock markets thus far in 2016. We believe that this January selloff, the extent of which has surprised many, appears overdone based upon the following factors ... Read More

7 Key Forecasts for 2016

While 2016 may end up looking a lot like 2015 in terms of stock market returns in the U.S., intermittent periods of stock market volatility, endless debates over potential Federal Reserve interest rate hikes and overseas economic uncertainty, we believe ... Read More

Putting China in Perspective

The precipitous fall of the Chinese stock market in the initial trading days of 2016 has certainly resulted in a degree of shock and awe across the globe for investors. While the pace of the decline in prices of the ... Read More

Putting Closed-end Fund Discounts into Perspective

I often hear from advisors that one of their primary selection criteria for closed-end funds (CEFs) is whether or not the CEF in question is trading at a discount or premium to its current net asset value (NAV). I then ... Read More

With much Volatility, comes great Opportunity

I have always said that, “with much volatility comes great opportunity.” Well, there was certainly a great deal of market volatility during the month of August (typically a quite uneventful trading month each summer). This volatility, in my opinion, creates ... Read More

Is this THE Big Market Correction?

In addition to global economic contagion fears related to ongoing activities in China and market impact fears over what was presumed to be a likely interest rate hike by the Fed in September, we believe that a large part of ... Read More

Considering a GARP Strategy for your Investment Portfolios?

Considering a GARP Strategy for your Investment Portfolios? Growth at a reasonable price (“GARP”) investment strategies are nothing new on Wall Street.    Legendary investors such as Peter Lynch, who was the former portfolio manager of the Fidelity Magellan mutual fund, ... Read More

Top 8 Market Predictions for 2015

Here is a summary of our eight (8) key forecasts for 2015 at SmartTrust® based upon data available to us and subject to change based upon any worldwide events that are not known at this time and cannot be planned ... Read More

Investing in Business Development Companies (BDCs)

There has been a lot of buzz about Business Development Companies as of late so we thought it was appropriate to provide an overview of the product type and the industry as a whole. A Business Development Company (BDC) is ... Read More