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...
The Stock Market Plunged – What Should I Do?
“The stock market just plunged and I’m scared. What should I do?” First and foremost, if you have money in the stock market you should clearly understand...
Fear and Loathing of the Stock Market
Unfortunately for most people when it comes to the stock market, they can’t live with it and can’t live without it. With interest rates so...
Is the Dow Jones Industrial Average a Good Barometer for Judging Portfolio Performance?
News media often focuses on the Dow Jones Industrial Average (Dow or DJIA) as the pulse of the economy. Although the performance of the DJIA...
Some Words of Wisdom to Investors
Dear Fellow Investor, the events of the last couple of weeks gave me the idea of providing a counterpoint to all the Chicken Little comments...
How do Real Investors Take a Punch?
Ancient Chinese Curse….May you live in interesting times With little question we live in interesting times and the prospects seem to indicate that we are...
There is a Better Way! – Why No One Talks About the Stock Market the Right Way
2016 has not been a great start for investors. All of the major stock markets are in negative territory. Actually 2016 is one of the...
Rational Investors Overcome Fear In Turbulent Stock Market
The stock market (Dow Jones Industrial Average) produced positive returns for six straight years (2009 – 2014). 2015 was only slightly negative at -2.2% or...
Financial Planning in the New Year
2015 was an exciting year. If 2016 is anything like 2015 we are in for another great year. The Top 5 financial planning topics were:...
