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Author page: Grand Street Wealth Management

HomeBlogAuthor page: Grand Street Wealth Management

Build Your Own Equity Indexed Annuity or Other Structured Product

July 6, 2015 by Grand Street Wealth Management 0

In the last couple months I have flown with three different people who were considering putting large amounts of money into a structured product. One was an Equity Indexed Annuity with an insurance company, another was a Structured Bond with a...

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More About Sequences of Returns

June 10, 2015 by Grand Street Wealth Management 0

Author’s note: As some of my readers have pointed out, I have not written an article in a while. I have been busy with some new clients and other things, but mostly it is about getting out of the routine of writing these posts. Hopefully there...

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More About Delta’s Retirement Plan

March 12, 2015 by Grand Street Wealth Management 0

I received many responses from my last post about how Delta Pilots’ new Defined Contribution (DC) plan stacks up against the old Defined Benefit (DB) plan. First, I would like to thank each of you who responded. I appreciate that you took the...

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Fun with Numbers: How Does Delta’s New Pension Plan Stack Up Against the Old One?

February 18, 2015 by Grand Street Wealth Management 0

With contract openers being exchanged in the near future, everyone seems to be talking about what we Delta pilots should be getting in our next contract. Everyone has their areas they would like to see improved. Pay, scope and retirement seem to...

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Is It Time To Give Up On The Global Portfolio?

January 20, 2015 by Grand Street Wealth Management 0

This chart says it all for some...

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An Introduction To Risk Parity Portfolios

December 2, 2014 by Grand Street Wealth Management 0

If you are a regular reader of my newsletter you know that I try to build portfolios that gain exposure to sources other than traditional stock and bond returns. If fact, I believe that most people’s portfolios are dominated by one single source...

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AQR Capital Management’s Style Premium Fund One Year Later

November 5, 2014 by Grand Street Wealth Management 0

Last November AQR Capital Management launched a new fund – QSPIX. This fund seeks to capture four specific style premiums while maintaining a stock market neutral position. Last year I wrote two articles about this fund. You can find those...

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New IRS Rule Makes After Tax 401K Contributions a Better Deal

October 14, 2014 by Grand Street Wealth Management 0

Last week the IRS issued IRS Notice 2014-54. After years of fighting taxpayers about certain types of IRA rollovers they finally gave in. Today we will discuss what led to this rule change and how it might affect your retirement savings.

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Are Market Valuations Valuable?

September 8, 2014 by Grand Street Wealth Management 0

There is a lot of talk lately about whether or not the stock market is overvalued, undervalued or fairly valued. There are many different methods for determining whether a stock (or the whole market) is fairly priced based on some fundamental...

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Should You Consider Structured Products?

July 22, 2014 by Grand Street Wealth Management 0

Everyone likes the potential returns of stock. I mean who wouldn’t like the chance to gain 10% per year or more. The downside, on the other hand, could mean large losses. If there was only a way to gain the upside potential of stocks without...

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Understanding the AMT

June 4, 2014 by Grand Street Wealth Management 0

Over the last couple months I have flown with many people who were angry about their high tax bill. Two things they all had in common are that they hated the additional AMT tax, and they didn’t understand it very well. Today I will try to...

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The Fallacy of Time Diversification: Part 3

May 4, 2014 by Grand Street Wealth Management 0

In my last two posts I made arguments against the idea that time diversifies a portfolio. This goes against the conventional wisdom that if you hold risky assets, like stocks, for long enough you are sure to get the good returns you are hoping...

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Grand Street Wealth Management is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herin.

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