Alpha Blog

Should you be getting out of bonds?

By Jeff A. Christie, February 25, 2010

I have been hearing a lot of talk and reading quite a few articles about bonds lately, and whether or not now is a good time buy, sell or hold on to them.  This is a hot topic for a few reasons, concerns about inflation, expectation of rising [...]

Should I Rollover My 401(k) to an IRA?

By Jeff A. Christie, July 21, 2009
Whether you have recently been laid off, have changed employers, or have been with the same company your entire career, you may be eligible and it may make sense to take a look at rolling your 401(k) to an IRA.  There are many benefits to rolling your 401(k) to [...]

How Much of My Portfolio Should be in International Stocks?

By Jeff A. Christie, February 16, 2010
This is a question that has been under great debate in recent years, and continues to be a hot topic.  Investors are always looking for a rule of thumb to point them in the right direction, but really, the answer lies in your personal goals and in your [...]

Happy New Year and Welcome 2010

By Jeff Christie, January 7, 2010
It is always difficult to foresee what a new year will bring, but one thing that you know you will receive, are wide-ranging market predictions to start the year off with extra confusion.
This year is no different, I have read outlooks for the year that range from a double dip [...]

4 by 4 – Four Year End Ideas for the Last Four Weeks of 2009

By Jeff A. Christie, December 9, 2009

People always ask me what they should take care of before the end of the year; so today’s blog will touch on one idea you can implement each week for the next four weeks to get you prepared for 2010.

Review your capital gain/loss position in your [...]

Forget FAQ’s, what about SAQ’s

By Jeff A. Christie, October 22, 2009
I was at an event recently when another attendee and I started a conversation, and he made a comment that I found to be very insightful.  He had heard of my firm, seen me on tv and listened to me on the radio, and he mentioned that one of [...]

Can Converting to a Roth IRA Save You Money?

Jeff A. Christie, June 23, 2009
First, lets back up and define important differences between traditional IRA’s and Roth IRA’s.
A traditional IRA allows your assets to grow in a tax-deferred environment, meaning that you will not pay taxes on the gains or pre-tax contributions in the account until they are withdrawn.  At that time, the withdrawals [...]

What is Alpha?

By Jeff A. Christie, June 16, 2009
As an introduction to my firm and to start this new blog, I wanted to answer a question that I receive all the time.  “What exactly is Alpha?”
Well, my friend, whether you know it or not, you seek Alpha everyday.  Alpha is defined in many ways: it is the [...]