Month: May 2016

Investment Strategy: Gender-Based Differences

On By Hannah ButcherIn Investing, People

Men own penny stocks on Mars and women have a money market account on Venus.

At least I think that’s how the saying goes…

Okay, maybe not quite like that but the point is, there are noticeable differences between genders when it comes to investing strategies. Many of these came to light just recently, since for years it was the norm for the men to handle most couples’ finances. As women became a bigger presence in the work force, waited longer to get married and couples began divorcing more frequently, women found themselves solely in charge of their own finances. Once they began to invest, based on their own values and goals, it became evident they (typically) invest much differently than their male counterparts. As an investor, a professional investment adviser and a woman myself, this idea is intriguing to me, so I decided to explore these differences…what they mean…and what to do about them.

Continue reading “Investment Strategy: Gender-Based Differences” →

From Liberal Arts to Finance: The Road Less Traveled

On By Amanda WaldenIn Investing, People

ANW One Year

As of this month, I have officially been a part of the Meyer Capital Management (MCM) team for one year! In celebration of the past year I decided to reflect on what I learned and accomplished.

First off, I must acknowledge that a year and a half ago I did not expect to work in the finance industry, particularly for a Registered Investment Adviser. To be honest, at that time I couldn’t tell you what it meant to be a Registered Investment Adviser. In the spring of 2015, I graduated with a Bachelor of Arts degree in Political Science and Pre-Law from Northern Kentucky University. Upon realizing that I did not want to go to law school with many of my peers, I asked myself, “What exactly do I want to do with my life?”

Continue reading “From Liberal Arts to Finance: The Road Less Traveled” →

Do You Robo? There’s An App for That

On By Tim MeyerIn Investing, Personal Finance

Could this be the golden age of the mobile app?  Maybe.  Only time will tell.  What is clear is that mobile application software (“app”) is transforming everything from how we reserve a table at our favorite restaurant to how we track our activity, sleep, health and much, much more.  Financial services like banking, personal finance (e.g., budgeting, bill-paying), and investment management, are participating in big ways in the mobile revolution.

To that end, automated investment platforms called robo-advisors are proliferating rapidly.  Nearly all major brokerage firms, mutual fund companies, and even some banks have an up-and-running robo-advisor solution for their customers.  They have intuitively appealing names like “Intelligent Portfolios” etc., and they use a simple algorithm to automatically re-balance portfolios back to a fixed asset allocation determined by each user.  In a nutshell, robo-advisors are an automatic, set-it and forget-it, mobile investment technology aimed at the mass market. Continue reading “Do You Robo? There’s An App for That” →

Share buybacks. Good, Bad, or Ugly?

On By jpmeyer96In Investing, Markets

Publicly-traded companies buying their own shares (share “buybacks” or “repurchases”) increase earnings per share by reducing the total number of shares outstanding (identical earnings spread over fewer shares).  It’s commonly positioned as “returning value to shareholders,” because investors who maintain their shares end up owning a larger percentage of total company shares; in turn owning a larger percentage of future earnings.  As of February 10th, S&P 500 companies have announced plans for $99 billion dollars of share buybacks in 2016.   The largest start to the year ever.  Get ready to receive some serious value!

Not so fast – Continue reading “Share buybacks. Good, Bad, or Ugly?” →