FA Magazine Lists Telos Capital Management, Inc. as Top Ranking RIA Telos Capital Management, Inc. (TCM) is pleased to announce that we have been recognized as one of the top Registered Investment Advisory (RIA) firms in the Country by Financial Advisor (FA) Magazine’s 2021 Annual RIA Ranking. The annual FA RIA ranking showcases the top independent wealth management firms based on their size and year-over-year growth in client assets under… Read More
What is A Registered Investment Adviser (RIA)?
July 2021: Fed Opens the Door to Higher Rates to Keep Inflation Contained
“We have a lot of cash and capability and we’re going to be very patient, because I think you have a very good chance inflation will be more than transitory.” & Jamie Dimon, 1956 – present, Chairman and Chief Executive Officer of JP Morgan Chase Fed Opens the Door to Higher Rates to Keep Inflation Contained What makes humans human? Even though the human hereditary material known as deoxyribonucleic… Read More
April 2021: Is There Irrational Exuberance in Financial Markets?
“Nothing so undermines your financial judgment as the sight of your neighbor getting rich.” & J.P. Morgan, 1837 – 1913, American financier and banker who dominated corporate finance during his time Is There Irrational Exuberance in Financial Markets? He has been hailed as one of the foremost scientific intellects the world has ever known, revolutionizing the sciences of physics, mathematics, and astronomy. To this day, he is considered one… Read More
January 2021: The Year That Changed Everything
“We have two classes of forecasters: Those who don’t know – and those who don’t know they don’t know.” & John Kenneth Galbraith, 1908 – 2006, Canadian-American economist, diplomat, and public official The Year That Changed Everything Born in London at the very end of the Second World War, actress Helen Mirren, known for her subtle and sympathetic portrayal of Elizabeth II in the movie ‘The Queen’ (2006), didn’t… Read More
October 2020: Meeting The Challenges of A Low Yield Environment
“The market is a pendulum that forever swings between unsustainable optimism and unjustified pessimism. The intelligent investor is a realist who sells to optimists and buys from pessimists.” & Benjamin Graham, 1894 – 1976, American economist, professor and investor; known as the “father of value investing” Meeting The Challenges of A Low Yield Environment From the start, the project looked impossible. Many engineering and construction experts said it couldn’t… Read More
July 2020: The Great Wall Street/Main Street Disconnect
“Whenever any American’s life is taken by another American unnecessarily – whether it is done in the name of the law or in the defiance of law, by one man or a gang, in cold blood or in passion, in an attack of violence or in response to violence – whenever we tear at the fabric of life which another man has painfully and clumsily woven for himself and his… Read More
April 2020: Coronavirus: A Test of Our Resolve
“And while the thrust of government policies is directed to ameliorating the economic and financial damage from the pandemic, the virus makes the timeline.” & Dr. Anthony Fauci, 1940 – present, American physician and immunologist, member of the White House Coronavirus Task Force Coronavirus: A Test of Our Resolve Long before investor and mathematician Nassim Taleb popularized the concept in his best-selling 2007 book ‘The Black Swan: The Impact… Read More
January 2020: What a Difference a Year Makes
“Life is very short and anxious for those who forget the past, neglect the present, and fear the future.” & Seneca, ca. 4 BC – 65 AD, Roman philosopher, statesman, orator, and tragedian What a Difference a Year Makes Based on Dan Millman’s autobiographical novel, the 2006 movie “Peaceful Warrior” depicts the story of a chance encounter between Dan, a talented college gymnast who aspires for Olympic glory and… Read More
October 2019: Will Interest Rate Cuts Be Enough to Forestall a Recession?
“I do not believe that the ECB has hit the effective lower bound on policy rates.” & Christine Lagarde, 1956 – present, incoming president of the ECB “It will not be long before the spread of negative interest rates reaches the U.S.” & Alan Greenspan, 1926 – present, former chairman of the Federal Reserve from 1987-2006 Will Interest Rate Cuts Be Enough to Forestall a Recession? In his widely… Read More
