Worry About Money? A Lot of Energy But No Gains
About 43% of you worry about money. That’s what the Institute of Financial Planning and National Savings and Investments found. That means that you’re putting...
Investment Returns Revisited – Part II
Is 6% a good return on your investment? In Part I of the our blog, we discussed the likelihood that investment returns may be below...
“Lower Investment Returns Ahead!” – (False Alarm?)
If you follow headlines in the financial press or read the blogs of various online “authorities,” you have no doubt bumped into many predictions that...
Market Volatility: Should You Buy or Sell?
The world’s oil situation – coupled with a difficult Chinese economy – has recently caused some worries which have negatively affected the world’s financial markets...
Investment Returns Revisited– Part I
Looking back at 2015, which was a flat year for most major asset classes, it is reasonable for investors to ask “What is a reasonable rate...
Things That Matter to Investors
Many of the comments we received from clients, friends and acquaintances express frustration with the current economic and political environment investors find themselves in, in...
Stock Markets Rocky Start to 2016
The stock markets are off to a rocky start in 2016 and the question that seems to be asked most is “Is it different this...
Putting ‘The Markets’ News Into Perspective
The markets have been experiencing significant turbulence lately. There is no shortage of negative news. You simply have to turn on the TV. What I’d...
Investment Decisions in Haste – Is a Waste of Time
Recently in an Investment Committee discussion we reviewed a client portfolio with the wealth advisor who manages the relationship and verbalized a set of statements that had...
How 529 Plans Can Be Ideal Gifts
529 College Savings Plans, or simply 529 plans, are state-sponsored savings plans used to save for college or other higher education. Typically, 529 plans are...
