What’s an Investor to Do?
An easy way to determine if an investment is a good deal or not is to compare[…]
Introducing Evette Mock-Hernandez, Senior Relationship Manager
Waterloo Capital is thrilled to announce Evette Mock-Hernandez has joined the team as Senior Relationship Manager. Evette’s[…]
CARES Act and SBA Relief Programs Offer Support During the Crisis
Help From The Hill The coronavirus pandemic has quickly changed life around the world, impacting individuals, families,[…]
The Evolution of AI + Predictive Analysis – Part 1
A groundbreaking article from The Journal of Portfolio Management1 informs us that the stock market is a[…]
Letter to Investors
It’s Been a Grizzly Month… On March 12th we entered the first bear market since the Great[…]
Monitoring the Markets & the COVID-19 Virus
What started as a small outbreak of a flu-like virus in China has rapidly spread infections, fear,[…]
“Free lunch” From Social Security Benefits Loophole
A common adage in economics is “there is no such thing as a free lunch”. Although generally[…]
Are Markets Hitting the Reset Button or Will the Global Selloff Continue?
It has been a wild week for the markets. A global selloff in bonds sparked fears that[…]
Hedge Funds: Definition & Strategies
📑 Table of Contents What are hedge funds and how do they differ from traditional investments? How[…]
Case Study: Estate Planning
Client had a substantial position in a privately held company. The company was growing rapidly with the[…]
Let’s Connect
©2025. Advisory services offered through Waterloo Capital, LP, An SEC Registered Investment Advisor.