Author - Roberto Sanchez

Market Update: Ukraine War Volatility

The war in Ukraine is creating serious human hardship and suffering not only in the region but around the world. And despite where your politics may land, we can probably all agree that a stock market sell-off is much less of a worry than what many people in Ukraine are currently dealing with. Without diminishing...

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MSN: What is a Spac?

What is a SPAC? Are SPACs a Smart Investment Option for 2022? SPACS or special acquisition companies are becoming a popular way to raise money. It is a unique and innovative concept that, on the surface, doesn't seem to make sense. This article will answer the question, what is a SPAC, and offer the pros and...

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Wealthtender Manager Q&A

3 Questions with Genuine Investors ETF (GCIG) Portfolio Manager, Guy Davis While the Genuine Investors ETF (ticker symbol: GCIG) was only recently launched with its publicly-traded debut on December 1, 2021, its portfolio manager overseeing the fund, Guy Davis, has more than a decade of experience managing assets for institutions and high net worth clients. Beyond...

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Where is the bottom? When should I buy?

We hear many investors and commentators asking; is now a good time to invest? The market is falling, should we sell today and buy back when it’s fallen more? Put simply; no- one can answer those questions- don’t trust anyone who even tries to. There are simply too many external variables to even begin...

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Fourth Quarter and Full Year 2021 Update

Dear Partners, We are pleased to report another positive year of absolute performance with our strategy (see product page) up 28.60% gross of fees. Individual separate account performance may differ based on asset mix and timing of investment- the above numbers are for the strategy composite as a whole. You will have likely noticed that we...

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Third Quarter 2021 Update

GCI Select Equity Q3 2021 Dear Clients, We are pleased to report that our GCI Select Equity strategy ended the third quarter of 2021 up 16.7% year-to-date (gross of fees). As you know, we spend little time discussing short term performance as it is not helpful in measuring a long-term strategy such as our own. So, while...

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Accounting vs Economic Reality Part 1: Stock Based Compensation

This will be the first in a series of articles covering a fundamentally important concept in equity investing: that there is a difference between reported accounting numbers and actual economic reality. GAAP (Generally Accepted Accounting Principles) is the accounting you will find if you open most publicly reported financial statements. These are the numbers commonly...

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