Finger on the Pulse

Jonathan Citrin sits down to discuss questions you should ask your investment advisor to determine if he or she is right for you. To watch the video, please click here.

Dollars and Sense

• CARD Act – The Credit Card Accountability, Responsibility, and Disclosure Act was passed on May 22, 2009 and will take effect February 2010. The bill, enacted to protect consumers, offers several new regulations for credit card companies, such as:
  • Notification 45 days prior to all interest rate hikes
  • The right for cardholders to reject a pre-approved card, up until the moment they activate it, without having their credit score adversely effected
  • Billing statements must be mailed at least 21 days prior to the due date
  • Payments must be applied to the debt with the highest interest rate first
  For more information, please click here.
  
  
• CBOE Volatility Index (VIX) – Introduced in 1993, VIX is considered an important and influential index amongst adept traders and portfolio managers. Known as the "fear index", it tracks prices for options on the S&P 500 index. Simply, VIX measures the implied volatility of the S&P 500 over the next 30 days.

CitrinGroup Making News

CitrinGroup was recently featured in Voices by The Wall Street Journal. In the article, Jonathan Citrin discusses his dislike of advisors using sales-driven investment strategies, and he also addresses the misunderstanding many advisors have of asset allocation, risk tolerance and academic asset management. To read the article, please click here.

DailyFinance.com recently spoke with Jonathan Citrin for an article on emerging global markets. Citrin, just days before the Dubai real estate collapse, discussed the recent demand for emerging market investments and cautioned that investors must not only look at "hot" sectors, but also the many risks associated with such volatile assets. To read the article, please click here.