Summit Puri
What is the Efficient Market Hypothesis?
The Efficient Market Hypothesis (EMH) The efficient market hypothesis (EMH) is a theory that suggests that share prices accurately...
top of page
Summit Puri
Oct 213 min read
Intentionality Series: Part 3
Moving our intentionality discussion further, think about this - intentionality without purpose is essentially misdirection. As discussed...
32
Summit Puri
Oct 73 min read
Intentionality Series: Part 2
Picking up from where we left off from where we left off with Part 1 of this series , it’s probably important to discuss intentionality...
40
Summit Puri
Sep 92 min read
Intentionality Series: Part 1
A home purchased with CASH While driving to the gym this morning, I turned on “The Ramsey Show’s Highlights” for 8/26/24 and listened to...
28
Summit Puri
Sep 32 min read
Timing vs. Time in the Market
Time in, or Timing investments In an article written by our very own Clay Reynolds , he sets up this discussion really well. I’d...
33
Summit Puri
Aug 193 min read
When is a good time to refinance your mortgage?
Macroeconomic Landscape Hopefully, you’re following our weekly market update and have been tuned in to hear President and Chief...
31
Summit Puri
Aug 122 min read
HENRY - High earners, not rich yet
What is a HENRY? The acronym HENRY, "high earner, not rich yet," encapsulates a demographic segment often associated with millennials...
32
Summit Puri
Aug 53 min read
Risk Ability vs. Risk Tolerance
Great Reads If you get to know me personally, you’ll learn that I love to read. I frequently share interesting reads and books with our...
28
Summit Puri
Jul 293 min read
Systematic and Unsystematic Risk Factors
Globalization In our interconnected global world, computer dysfunction can greatly disrupt our daily lives. Our lives are connected...
35
Summit Puri
Jul 222 min read
Taxes, it’s not really a love-hate relationship, is it?
I don’t think I’ve ever met anyone who enjoys paying their taxes. However, there is probably someone out there that does. From my...
27
Summit Puri
Jul 153 min read
Fundamental and Technical Analyses
As a prelude to this discussion, I wrote about intrinsic and market value last week in the Investment Corner. This is a rare instance, so...
34
Summit Puri
Jul 83 min read
Intrinsic vs Market Value/Price
Intrinsic and market value or the price of a stock are important distinctions that investors should understand as they develop their...
32
Summit Puri
Jul 14 min read
Asset Allocation Strategies -The Perfect Melody of Style, Strategy, Monitoring and Rebalancing
Recap Last week, we dove into defining the difference between asset location and asset allocation. As a quick refresher, asset location...
31
Summit Puri
Jun 172 min read
Asset Location vs Asset Allocation
I came across the topic of “Asset Location vs. Asset Allocation” a few weeks ago when I was reading, and knowing how similar they sound,...
36
Summit Puri
Jun 103 min read
It’s a Risky Business, or is it?
When you think about risk, do you immediately think of the probability that some unfavorable outcome will occur? Most of us do. However,...
45
Summit Puri
Jun 33 min read
Alternative Investments – Private Credit
Once again, we delve deeper into the world of alternative investments. So far on our journey, we’ve explored REITs, Structured notes, and...
32
Summit Puri
May 283 min read
Alternative Investments – Private Equity
Once again, we delve deeper into the world of alternative investments. This large class of investments has many unique characteristics...
33
Summit Puri
May 204 min read
Alternative investments – Structured notes
Last week, we defined alternative investments and explored one of the most common products within this category: REITs. If you would like...
45
Summit Puri
May 133 min read
REIT – Real Estate Investment Trusts
Alternative Investment Class In a previous post, we explored Dave’s recommended four asset class selections for your investments: growth,...
40
Summit Puri
May 63 min read
Correlation of Assets in Your Portfolio
Not Samesies For most of you reading this article, you likely have a portfolio with a mix of bonds and stocks. This is a common portfolio...
36
bottom of page