By Vincent Yip
Over the last decade, private equity (PE) has become the largest segment in private markets, with assets under management reaching USD 7.6 trillion globally as of mid-2022. Half of this capital is now allocated o...
By Vincent Yip
Author: Evan Michale Brown
Portfolio asset allocation is the cornerstone of long-term investment success. However, many investors and wealth managers rely on pretax account values when determining allocations, ignoring a critical element: taxes. Tax-deferred accounts like traditional IRAs car...
Authors: Vincent Yip and Evan Michale Brown
Factor-based investing strategies like value, momentum, quality, and investment have long been backed by academic research for their ability to outperform traditional market-cap-weighted indices. However, ...
The 60/40 portfolio—a classic combination of 60% equities and 40% bonds—has long been the bedrock of long-term investment strategies. Its appeal lies in its balance: stocks provide growth, while bonds offer stability, cushioning inves...
By Vincent Yip
Finstock, Inc., an emerging leader in investment support and trading technology, has hit a major milestone—generating over $300,000 in revenue in just four months of product testing. This rapid growth signals not only the strong demand for Finstock’s services but also the company’s potential to beco...
