Financial Articles
International Stocks Provide Variety of Risk For Portfolios
November 25th, 2014In this article found on ThinkAdvisor, Carl Macko gives input on how he relies on actively managed funds from smaller, boutique asset managers to build his majority-international stocks portfolios. The article can be found on-line at: http://www.thinkadvisor.com/2014/11/25/international-stocks-provide-variety-of-risk-for-p
Cheap Money, Emerging Markets
November 3rd, 2014Will Fed actions to rein in cheap money hurt investing in developing overseas markets? The article can be found on-line at: http://www.fa-mag.com/news/cheap-money--emerging-markets-19659.html
Alternatives Take Center Stage in Search for Alpha
September 5th, 2014"The heart attack years. That's how some financial professionals describe down markets, and that's what 2001-2002 were for George Kiraly. Kiraly runs LodeStar Advisory Group, a New Jersey wealth management firm whose clientele consists of individual investors and small-business owners...." The article can be found on-line at: http://www.ldstar.com/docs/Investor's%20Business%20Daily%20-%20September%205,%202014.pdf
Using Seminars to Build Your Book
September 10th, 2010In this article found on Registeredrep.com, Mr. Macko adds some input on how financial advisors use seminars to increase their exposure in the financial community and attract and retain clients. Doing a couple of seminars per year on a variety of financial planning and investment management topics has been an important aspect of Mr. Macko's marketing and branding of his firm, Synergy Capital Management, LLC. The article can be found on-line at: http://www.registeredrep.com/sponsor/td_ameritrade/seminars-build-book-0701/
Nine Funds to Ride Out a Double Dip
June 23rd, 2010How can an advisor position a client's portfolio if the economy starts to slow again and even experiences a double-dip recession? In this article found on Advisorone.com, Mr. Macko discusses a particular mutual fund, the Forester Value Fund (FVALX) that performed very well during the bear market of 2008. This large cap US value fund had the distinction of being the only US equity fund (out of 1700) to actually increase in value in 2008. The fund is rated five stars by Morningstar, has $104.2 million in assets, a respectable management expense of 1.27 percent and no loads. The article can be found on-line at: http://www.advisorone.com/2010/06/23/nine-funds-to-ride-out-a-doubledip
How A Top Advisor Uses BRIC Funds
June 22nd, 2010The acronym "BRIC" has gained much notoriety in the financial press over the last couple of years. "Brazil, Russia, India and China" are all developing markets that have treated investors very well recently. Given a hypothetic investor with $50,000 to allocate to the BRIC countries, Mr. Macko discusses 2 particular mutual funds whose primary objective is to give investors exposure to these highly volatile but potentially rewarding countries. The article was published on Advisorone.com. The article can be found on-line at: http://www.advisorone.com/2010/06/23/how-a-top-advisor-uses-bric-funds
Four Funds for Europe
June 21st, 2010Despite all the bad economic news to come out of the continent over the year, Europe does offer investment potential. In this article featured on Advisorone.com, Mr. Macko adds his input on a particular mutual fund, the Fidelity Nordic Fund (ticker: FNORX), that can give investor's exposure to the region. With 99% of the funds assets invested in Denmark, Finland, Sweden, Norway and Iceland, the fund can give investors exposure to Nordic countries and avoid the so-called PIGS, Portugal, Ireland, Greece and Spain. The article can be found on-line at: http://www.advisorone.com/2010/06/23four-funds-for-europe
The Top 5 Unexpected Costs of Retirement
April 2nd, 2010Along with other financial advisor's, Mr. Macko is featured in this article appearing online on Minyanville. A longer life expectancy, adult children with money problems, higher taxes and inflation, higher health care and dental costs and repairs to an older home are 5 financial concerns that can sneak up on retirees. The article can be found on-line at: http://www.minyanville.com/investing/articles/retirement-spending-retirees-health-care-children/4/14/2010/id/27498t
After The Market Drop: Investments Ideas for a Long-Term Portfolio
August 2nd, 2009Mr. Macko was featured as the guest columnist in the August 2009 issues of the Cobb Chamber of Commerce monthly newsletter, the Cobb Direct. In this article, Mr. Macko discusses current the current economic and investment landscape and offers some equity investment ideas for a long-term portfolio.
What Does It Mean To Invest As A Christian?
May 25th, 2009In this article published by the Catholic Business Journal, Mr. Macko outlines what it means for one to focus their investment portfolio on what we call 'Christian-Based Investing'. Mr. Macko discusses how an individual can match their morals and convictions with their investments and how the Bible has over 2000 versus that deal with money, finances and financial planning. The article can be found on-line at: http://www.catholicbusinessjournal.biz/Blogs/?p=142