Latest from Proficio

RENEW Energy Partners Raises $40 Million to Empower Customers with Energy Efficiency Technologies

Proficio is excited to announce our partnership with RENEW Energy Partners. We look forward to working with them in the years to come to bring building owners and businesses a single, turnkey solution for the design, construction, financing, and oversight of cost-saving, energy-efficiency retrofits.

 

 

Links to publications from Proficio’s investment staff, primarily CIO Bob Haber CFA, MBA, can be found below in order of most to least recent:

D. C. Dysfunction Affects Long-Term Asset Allocation – contribution to Forbes from CIO Bob Haber, CFA, August 7, 2017

https://www.forbes.com/sites/bobhaber/2017/08/07/d-c-dysfunction-affects-long-term-asset-allocation/#7fd8ae131572

Bob discusses the current tax regime for taxable investors and potential solutions for tax planning through life insurance.

The Most Precious of Precious Metals – contribution to Forbes from CIO Bob Haber, CFA, July 27, 2017

https://www.forbes.com/sites/bobhaber/2017/07/26/our-most-precious-of-precious-metals/#2736dc692927

Bob discusses his views on precious metals including a unique opportunity in the Palladium market.

Planning an Exit Strategy – contribution to Forbes from CIO Bob Haber CFA, July 17, 2017

https://www.forbes.com/sites/bobhaber/2017/07/17/planning-an-exit-strategy/#5999203f62b6

Bob elaborates on his market views and shows a vision of what a potential market top might look like.

 

Investors Should Avoid Sector ETFs During Strong Earnings Season – Senior Analyst Andy Wester quoted in Bloomberg April 25, 2017

https://www.bloomberg.com/news/articles/2017-04-25/investors-should-avoid-sector-etfs-during-strong-earnings-season

Andy gives Bloomberg his thoughts on investing in ETFs to play corporate earnings season.

 

An Asset Allocator’s Nightmare – contribution to Forbes from CIO Bob Haber CFA, April 25, 2017

Link here.

Bob discusses the historical correlation of bonds and stocks viewed through the lens of inflation expectations.

 

Audio from CIO Bob Haber on Bloomberg Radio, CFA, MBA- March 14, 2017

https://www.bloomberg.com/news/audio/2017-03-14/health-care-cost-is-the-biggest-concern-slavitt-says

Bob discusses private equity vintages and opportunities in the preferred stock universe (fast forward to 20 minutes in to the audio).

As With Fine Wine, Vintage Matters For Private Equity – contribution to Forbes from CIO Bob Haber CFA, March 7, 2017

https://www.forbes.com/sites/bobhaber/2017/03/07/as-with-fine-wine-vintage-matters-for-private-equity

In this piece, Bob discusses the historical returns of Private Equity and whether or not there is a timing element with certain funds.

Audio from CIO Bob Haber on Bloomberg Radio, CFA, MBA- February 14, 2017

https://www.bloomberg.com/news/audio/2017-02-14/compliance-with-opec-quotas-is-striking-yergin-says

Stick around for this episode of Bloomberg Radio where Bob is interviewed by Tom Keene of Bloomberg on his thoughts on markets, diversification, the Fed, and the Celtics.

BlackRock May Be Late to Argentina Party as It Launches New ETF – Senior Analyst Andy Wester quoted in Bloomberg February 14, 2017

https://www.bloomberg.com/news/articles/2017-02-14/blackrock-may-be-late-to-argentina-party-as-it-launches-new-etf

Andy is quoted in Bloomberg giving his thoughts on one of Proficio’s investments in Argentina.

The Trump Trade Wobbles – So How Do You Diversify From It? – contribution to Forbes from CIO Bob Haber CFA, February 8, 2017

http://www.forbes.com/sites/bobhaber/2017/02/08/the-trump-trade-wobbles-so-how-do-you-diversify-from-it/#45dab90f1ca8

Bob comments on the current president’s effect on the market and the potential policies, outcomes, and market action that may come from a GOP controlled government.

New Stock Market Highs Straight Ahead. Then Watch For Curves In The Road- contribution to Forbes from CIO Bob Haber CFA, MBA, November 11, 2016

http://www.forbes.com/sites/bobhaber/2016/11/11/new-stock-market-highs-straight-ahead-then-watch-for-curves-in-the-road/#7f532ac60e3c

Bob talks about the direction of the stock market and the future of the Fed raising interest rates.

He Said – She Said Battle vs Will They or Won’t They?- contribution to Forbes from CIO Bob Haber CFA, MBA, October 21, 2016

http://www.forbes.com/sites/bobhaber/2016/10/21/he-said-she-said-battle-vs-will-they-or-wont-they/#480f33d95adf

Bob discusses the presidential election and the relative attractiveness of different asset classes.

A Bubble of ‘Biblical Proportions’-  contribution to Forbes from CIO Bob Haber CFA, MBA, August 16, 2016

http://www.forbes.com/sites/bobhaber/2016/08/16/a-bubble-of-biblical-proportions/#3c6d1049f086

Bob talks about the state of the bond market’s valuation including negative yielding debt.

Own Liquid Alternatives Now But Make Them True Alternatives-  contribution to Forbes from CIO Bob Haber CFA, MBA, June 13, 2016

http://www.forbes.com/sites/bobhaber/2016/06/13/own-liquid-alternatives-now-but-make-them-true-alternatives/#6a16face38c1

Bob discusses the long term benefits of diversifying away from traditional public market investments to lower volatility and increase your Sharpe ratio.

Why Has the Fed Failed to Generate Inflation?- contribution to Forbes from CIO Bob Haber CFA, MBA, May 22, 2016

http://www.forbes.com/sites/bobhaber/2016/05/22/why-has-the-fed-failed-to-generate-inflation/#632556011630

Bob discusses his thoughts on the price pressures on commodities, excess capacity in commodity markets, and why printing money for so long has not led to inflation.

Bloomberg: Taking Stock Podcast with Kathleen Hayes and Pimm Fox: How Will the Fed Raise Rates? Audio from CIO Bob Haber, CFA, MBA December 15, 2015

https://podfanatic.com/podcast/taking-stock/episode/taking-stock-haber-on-how-the-fed-will-raise-rates-audio

Bob applies his broad background and knowledge of America’s central bank to discuss the mechanics behind the Fed’s first increase in short term interest rates in almost 6 years.