Recent Posts - page 2
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Yield Spread Effect on Bond and Equity Markets
What will happen to fixed income and equity markets when the Fed starts raising its short-term interest rate? History shows that the Fed does not have a strong influence on long-term rates. Usually, when the Fed decides to raise its… Read More ›
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Forecasting the Future S&P 500 Index for the Year-End 2015
Based on the analysis and forecast described in detail further in this article, I expect the S&P 500 Index to close between 1,905 and 1,935 on December 31st, 2015. This forecast is based on the expected Gross Domestic Product (GDP) of the United States which is calculated to be between $18,187 and $18,363 billion for the year 2015.
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Passively Managed Funds and Heuristic Biases: New Challenges and Opportunities
Passively managed funds can have a similar effect on the economy as systemically important financial institutions
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Forecasting the Future Stock Market Performance for the Year-End 2014
It is the Holiday Season and we would like to make a new tradition here at ECNFIN by reviewing the current year stock market performance and looking into the future. We wish you happy and safe holidays full of wonderful… Read More ›
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Fair Use of Revenue Sharing in a 401(k) Plan
Today, plan sponsors and fiduciaries of retirement plans have knowledge of all the fees being charged to their 401(k) or 403(b) plans by various services provides. The new disclosure requirement under ERISA Section 408(b)(2) requires all service providers to disclose… Read More ›
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Gross Domestic Product Behind the Stock Market Performance
The U.S. economic growth measured by the Gross Domestic Product (GDP) has significant influence on the U.S. stock market performance and specifically the S&P 500 Index. According to the Efficient Market Hypothesis developed by Professor Eugene Fama, the stock market… Read More ›
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Outcome of Social Security Tax Increase on GDP Growth in 2013
Starting at the beginning of 2013, withholding for Social Security tax increased to 6.2% from 4.2% that an employee used to make in 2012 and 2011 years. This withholding is applied to income earned up to $113,700, according to IRS… Read More ›
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Simple 50/50 Asset Allocation Model – Proven to Withstand the Financial Crisis of 2008
Introduction A simple 50/50 Asset Allocation Model is based on a passive two-asset class portfolio. It was built to reduce volatility of returns, decrease risk, and provide relatively stable performance in comparison to the S&P 500 Index alone. This model… Read More ›
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Smart Cash Management Can Decrease Risk and Increase Returns
Do you know that cash savings is a good risk management tool that can improve the return of your investment portfolio? Having available cash to cover your living expenses during unforeseeable future life circumstances will help you avoid taking additional… Read More ›
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Germany’s Favorable Economic Position and Vested Interest in the Survival of the European Union
Germany’s Favorable Economic Position and Vested Interest in the Survival of the European Union The survival of the European Union (EU) is in the best interest of Germany. Germany receives many benefits from being part of the EU: access to… Read More ›
Featured Categories
Economy ›
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How will the new US Secretary of the Treasury Janet Yellen effect the Economy and the Stock Markets?
January 27, 2021
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Forecasting the Future Standard & Poor’s 500 Index for the Year-End 2021
January 11, 2021
Finance ›
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The analysis of the stock market volatility and ways to mitigate the risk
March 1, 2021
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Valuation of Government Bonds
December 21, 2020
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