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Chartbook Topics
- AI Mania
- The Magnificent Seven
- Short-Term Memory
- Earnings
- U.S. Valuations
- U.S. Risk
- U.S. Opportunity
- Foreign Opportunity
- Economic Growth
- Inflation
- Fed Policy
- Yields & Spreads
- Bond Positioning
Author: bbatchelor
Cybersecurity – Protecting Your Information
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Summary
Last year it is estimated that there were over 14 million victims of identity theft and fraud. Here is a list of 10 rules that can improve the safety of your information.
- Create a secret email address for financial accounts.
- Create strong passwords.
- Enable 2-Step verification on your email and financial accounts.
- Use Wi-Fi with extreme caution.
- Secure your home Wi-Fi network.
- Set up instant text or email alerts.
- Freeze your credit and protect your children.
- Update your software.
- Back up files to avoid ransomware.
- Take time to examine email messages and inspect links.
The Push & Pull of Growth and Inflation – Entasis Chartbook 1Q2023
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Chartbook Topics
- Economic Growth
- Inflation
- Fed Policy
- Yields & Spreads
- Bond Positioning
- Earnings
- U.S. Valuations
- U.S. Growth v. Value
- U.S. Inflation
- Global Valuations
- Emerging Markets
- Gold
Improving Risk / Return Metrics – Entasis Chartbook 4Q2022
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Chartbook Topics
- Economic Growth
- Inflation
- Fed Tightening
- Yields & Spreads
- Bond Positioning
- Earnings
- U.S. Valuations
- U.S. Fundamentals
- U.S. Small- & Mid-Caps
- Non-U.S. Valuations
- Gold
- Where Are They Now?
SECURE Act 2.0 – Key Takeaways
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Summary
SECURE Act 2.0 has numerous provisions. Here is a list of our key takeaways.
- Change in the age of required minimum distributions (RMDs)
- RMD penalty relief
- Updates to employer-sponsored plans
- Increased catch-up provisions
- Charitable contribution changes
- Student loan relief
- Rollover of 529 plans
Investor Return Gaps – Entasis Chartbook 3Q2022
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Chartbook Topics
- Economic Growth
- Inflation
- Fed Tightening
- Yields & Spreads
- Bond Positioning
- Earnings
- U.S. Valuations
- Free Cash Flow
- U.S. Style
- Non-U.S. Valuations
- Bear Markets
- A Light at the End of the Tunnel
Risk Averse Management – Entasis Chartbook 2Q2022
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Chartbook Topics
- Inflation
- Interest Rates
- Economic Growth
- Yields & Spreads
- Bond Positioning
- Earnings
- U.S. Valuations
- U.S. Style
- Non-U.S. Valuations
- Sector Leadership
- The Fed & Earnings
- Long-Term Focus
Managing Volatility – Entasis Chartbook 1Q2022
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Chartbook Topics
- Inflation
- Interest Rates
- Economic Growth
- Bond Positioning
- Earnings
- U.S. Valuations
- U.S. Style
- Non-U.S. Valuations
- Active v Passive
- Special Topic – Bonds & Asset Allocation
A Picture is Worth 1,000 Words – Entasis Chartbook 4Q2021
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Chartbook Topics
- Economic Growth
- Inflation
- Interest Rates
- Credit Spreads
- Earnings
- U.S. Valuations
- U.S. Style
- Non-U.S. Valuations
- Volatility
- Gold
Tax Management, Labor Shortages and Inflation – Entasis Newsletter 3Q2021
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Newsletter Summary
- Tax management should not be a substitute for portfolio management. Tax avoidance can potentially lead to gain avoidance.
- We believe one of the most effective ways to protect portfolios from inflationary risks is to buy cheap assets. In our view, these are assets that may have been (or continue to be) out-of-favor with investors for one reason or another, and therefore, have depressed prices when viewed in relation to their future earnings or growth potential.
- Taking everything into consideration, we believe interest rates continue to drift higher with the U.S. Treasury yield curve steepening (the spread between short- and long-term interest rates growing wider). As a result, we continue to position client portfolios to have less interest rate risk than our internal benchmarks.