Portfolio Allocation: One Size Does Not Fit All
January 13, 2023
GHPIA's dollar weighted model approach allows our clients the peace of mind that they will have adequate cash for their withdrawals through market downturns, but at the same time avoid...
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Tax Planning Ideas
November 16, 2022
Year-end is always a good time to evaluate your current tax situation, with an eye toward future changes.
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The Semiconductor Cold War
November 15, 2022
On October 7th, 2022, the Biden administration announced new export control regulations, aimed squarely at China’s burgeoning advanced semiconductor industries. The new restrictions on specific leading-edge chip technologies are...
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Growth Over Profits… Not So Fast
October 13, 2022
When bubbles burst, speculation tends to disappear, and rational thinking typically takes over with much greater emphasis on company profitability among other fundamentals.
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Will Energy Prices Bring Back the Doldrums of the 1970s?
August 12, 2022
The energy landscape has changed since the 1970s. While rising prices at the pump will continue to eat into consumer wallets, the reduced impact fossil fuel prices have on the...
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The Price Is Right
June 30, 2022
Investing is not a game, and selecting stocks should be done rationally in order to avoid costly emotional mistakes in both up and down markets. We believe objective thinking and...
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Take Charge of Your Digital Assets
May 24, 2022
Making plans to keep your digital assets in order and managing your digital legacy is another way to ensure your financial life and cherished possessions are organized and secure.
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Europe’s Banks Are Almost Healthy Again
May 3, 2022
Europe is trending toward a more American-style capital marketplace, with such funding sources as stocks and venture capital taking on increasing importance. As a result, we expect economic growth in...
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Should Investors Worry About Rising Interest Rates?
March 31, 2022
The Fed’s actions do not necessarily mean the stock market is due for a collapse. On the contrary, history illustrates that the market typically performs well in a rising rate...
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What Do You Own When You Invest in Chinese Stocks?
February 1, 2022
Many investors may be surprised to find out that, despite spending money on what they presume to be stock, they do not actually own anything in China. It walks and...
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Tesla: Which Seat Are You In?
December 31, 2021
For all the market optimism about Tesla, even seasoned equity analysts have a hard time coming up with a consensus valuation. Here are some scenarios for the electric vehicle company’s...
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Six Ways to Save on Taxes This Year
November 18, 2021
Regardless of pending legislation, there are several tax planning opportunities you may wish to discuss with your tax advisor.
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The Cult of Crypto
September 30, 2021
Given the
risks, including
regulation,
volatility, and
valuation,
it is hard to
see why the
cult of crypto
continues to
grow.
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Will Carbon Trading Leave a Footprint?
September 30, 2021
Carbon emission reduction has spurred global investment. Nonetheless, we remain skeptical about carbon trading, both as an effective way to reduce pollution and as a long-term investment choice, judging by...
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U.S. Debt is a Problem, But No Need to Call 911 Just Yet
June 30, 2021
Despite the recent necessary spikes in government spending, investors should now watch public debt levels carefully.
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A Challenging Side Effect of COVID: Government Debt
June 30, 2021
Government debt will continue to be a long-term pandemic side effect, one that investors in international markets may endure safely if they devote increased scrutiny to deficits, tax rates, and...
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The Road to the Future Is Paved with Lithium
March 31, 2021
As the world transitions toward renewable power, the lithium extraction industry will take on increasing importance and influence, bringing considerable opportunities and risks for international investors.
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How GHPIA Screens Stocks for Your Portfolio
March 31, 2021
Our Investment Risk Scorecard helps us quantify the exposure of companies and industries to risk, based on these five fundamental metrics...
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Negative Capability and the Emotions of a Market Cycle
December 31, 2020
Here are three guidelines investors should use to weather the highs and lows of a tumultuous market cycle like that of the past year.
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Brexit: No Big Deal
December 31, 2020
Despite the handwringing over Brexit, here's why London will remain a leading global financial center, and the U.K. will remain Europe's most innovative economy.
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