Posts in Insights

Investors have long turned to public fixed income investments for their traditional attributes of income generation, capital preservation, and safety during volatile markets.[…]

“A good golfer has the determination to win and the patience to wait for the breaks.” – Gary Player

In the midst of recession fears, a banking crisis, and historically high interest rates, the S&P 500 is up 7% YTD. Meanwhile the[…]

Investing and game theory have a lot in common, and one TV program that demonstrates the intersection between the two is “Let’s Make[…]

The failure of Silicon Valley Bank was caused by a run on the bank. The company was not, at least until clients began[…]

Linear regression is a simple statistical method most of us are familiar with if we have ever taken an introductory course in statistics.[…]

An easy way to determine if an investment is a good deal or not is to compare your forecasted rate of return to[…]

Waterloo Capital is thrilled to announce Evette Mock-Hernandez has joined the team as Senior Relationship Manager. Evette’s experience as a trusted relationship manager[…]

Help From The Hill The coronavirus pandemic has quickly changed life around the world, impacting individuals, families, and businesses. The Coronavirus Aid, Relief,[…]

A groundbreaking article from The Journal of Portfolio Management1 informs us that the stock market is a complex system, or a system that[…]