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  • Jeff Gundlach: Trump will use debt comfortably

    May 4, 2016

    Prepare for debt-fueled Trump presidency. If his past business dealing is any guide, he’ll use debt to drive U.S. economy. One wonders how he will deal with the debt, an obvious way is to use currency — devalue U.S. dollars. Jeff Gundlach Says Prepare for Debt-Fueled Trump Presidency – Bloomberg.


  • October 5, 2015: Core Satellite Portfolios In A 401k Account

    October 6, 2015

    We propose a core satellite portfolio solution to 401k accounts that have active constant new contributions. 


  • September 28, 2015: Risk Managed Strategic Asset Allocation Portfolios Revisited

    September 29, 2015

    At the current market environment, it is pertinent to explore how to adding a risk management layer to a strategic buy and hold portfolio. 


  • August 17, 2015: ETF or Mutual Fund Based Portfolios

    August 18, 2015

    The latest newsletter collection that incorporates newsletters since last update in March. 


  • MyPlanIQ Newsletter: Core ETF Commission Free Portfolios

    June 30, 2015

    We modified several brokerage specific commission free plans to make them less bloated and easier to maintain. 


  • June 8, 2015: High Yield Bonds As An Asset Class?

    June 9, 2015

    High yield bonds are not necessary in asset allocation. They can be substituted with highly liquid and pure stock and Treasury indexes. 


  • June 1, 2015: Summer Blues?

    June 2, 2015

    Stocks are historically weaker in summer. This is one of few prominent stock market anomalies investors should be aware to make a proper risk management decision. 


  • May 26, 2015: Cash, Bonds and Stocks In A Rising Rate Environment

    May 27, 2015

    Looking at  historical data, one can see that in the rising rate environment from 1940-1982, stocks tended to do better while in the meantime, bonds suffered. But are we in a similar era as in those years?


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Copyright @ LTI Systems, Inc.

*Disclaimer: Any investment in securities including mutual funds, ETFs, closed end funds, stocks and any other securities could lose money over any period of time. All investments involve risk. Losses may exceed the principal invested. Past performance is not an indicator of future performance. There is no guarantee for future results in your investment and any other actions based on the information provided on the website including but not limited strategies, portfolios, articles, performance data and results of any tools.

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