LifeBlood: We talked about active versus passive investing, how the last 20 years may be very different than the next five to 10, the importance of taking a non-correlated approach to investing, and how to get started, with Garrett Phillips, Managing Partner of 3Summit Investment Management.

How to level the playing field with larger institutions and gain advantages with your investing. Three strategies for lowering your risk exposure.

SPACs are exhibit A in information asymmetry between Wall Street and retail investors. To level the information playing field we are going to explain what SPACs are, how they work and why any investor considering buying SPAC shares should proceed with extreme caution.

Investors are facing economic conditions that have not been seen for 40 years. This quarter, we will examine how to measure and evaluate stock market valuations and then identify the driving economic forces responsible for their rise to such significant levels. Finally, we will discuss the economic mechanisms that pull valuations back towards their mean, what indicators investors should be monitoring and what those indicators may foreshadow for stock prices and valuations goi

Investing Insights for the Modern Investor · Episode 11: GameStop – A Financial Battle to the Death and What it Foreshadows Click Here if you prefer the print version. Subscribe on iTunes Some traders are making millions or tens of millions of dollars on their GameStop holdings, while several hedge funds are losing billions of dollars. A huge number of small retail traders have been taking it to the billion-dollar hedge funds that have large short positions in GameStop, and t

Something is wrong with the S&P 500 Index. Risk is very high for U.S. stock investors. In this episode we break down the risk and opportunities for stock investors and provide strategies for navigating this risky market.

Performance chasing is one of the biggest mistakes investors make. Learn why performance chasing can be so detrimental to successful investing and how to avoid it.

Do you want to double your long-term investment returns? I explain how you can develop the one skill you need to produce great investing results.

Fair warning, I am confident the topic I will cover today will blow your mind and hopefully cause you to question much of what you have learned about investing. I am being perfectly serious. What I am about to show you, flips the common investing wisdom upside-down. The concepts I lay out in this Investing Insight are at the foundation of my investing philosophy and the driving force behind 3Summit’s innovations in portfolio design and management. I hope the investing secrets

We discuss ETF’s, what they are, how they compare to mutual funds and how ETF’s can be used to implement sophisticated quantitative investment strategies.