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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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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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The Fallacy of Time Diversification: Part 2

April 9, 2014 by Grand Street Wealth Management 0

In my last post I made the argument that time does not necessarily reduce the risk of an investment since the standard deviation of total return actually increases with time. I discussed how you have to take into account the direction and...

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The Fallacy Of Time Diversification: Part 1

March 14, 2014 by Grand Street Wealth Management 0

If you read my blog regularly you know I am constantly preaching about diversification. Normally I am talking about incorporating multiple asset classes and style premiums together in order to increase return while reducing volatility. Many...

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Don’t Confuse Strategy With Outcome

February 24, 2014 by Grand Street Wealth Management 0

Last year was a great year for US stocks. In fact the Russell 3000 index returned 33.55%. This bested most other indices. For example the MSCI EAFE Index (Europe/Asia/Far East) returned 22.78%, the MSCI Emerging Market Index returned -2.6%, the...

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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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