CSA Finanical Archives - Cassady Schiller

Buffet vs Hedge Fund Bet

On February 4th, 2013, by Mike Clark

What’s the best way to invest? We thought you might find the attached article interesting, because it speaks to the investment strategy we have been following for years and it reinforces what we teach our own clients. The article highlights Warren Buffett’s bet against hedge funds. The bet started in 2008 and is currently five years..

Student Loan Legislation Halts Rate Increase on Stafford Loans for One Year

On July 5th, 2012, by Mike Clark

On June 29, 2012, Congress approved legislation to stop the interest rate on federal subsidized Stafford Loans from jumping to 6.8% from 3.4% on July 1, 2012, for new college borrowers. The rate freeze is effective for one year. Background In 2007, Congress passed the College Cost Reduction and Access Act, which reduced the interest..

CSA Financial Update

On June 28th, 2012, by Mike Clark

Events in the Eurozone, particularly Greece’s future participation in the currency union, have been the overwhelming focus of investors worldwide in recent months. Naturally, many clients are asking us about our exposure to the countries at the center of the crisis, the protections we have in place, and how we would respond if events deteriorated..

Dangers of Income Seeking

On March 7th, 2012, by Mike Clark

This article provides a brief illustration about the dangers of trying to increase income at the expense of the risk characteristics of a portfolio. Read More Share this page!

President’s Budget Proposal Provides Insight

On February 20th, 2012, by Brian Stautberg

Last week President Obama introduced his fiscal year 2013 budget proposal. While this budget is unlikely to pass in its current form, the proposals give insight into what some government officials are considering for future tax policy. We have reviewed the President’s proposal and put together a brief summary of some key areas that could..