Investment Implications of a Financial Crisis
It seems wherever we turn, all we hear and see in the financial press is what happening in Europe, and in particular, Greece. We would...
Know the Truth About Your Investment Return
It’s an easy trap. You see a good investment and do your research. The company has strong fundamentals, the performance history is solid, the leadership...
Asset Allocation is Important, but What About Asset Location?
It is almost a “mantra” by now that Asset Allocation is a critically important decision in designing the correct portfolio. That truth sometimes obscures another...
Hey Boomers, Can You Imagine Retirement?
Most Americans CAN imagine retirement! Days at the beach, fishing, travel, shopping, visiting the family or rocking in the hammock in the backyard. But for...
When Should I Start Investing?
Generally, it is wise to start investing some funds almost as soon as you start earning them. When it comes to saving for retirement, this...
Can You Reach Your Financial Goals for Retirement?
I was taught by my coach, Jack Beatty, to reach one’s goals generally involves having a person to hold you accountable to create a plan,...
Is Investment Rate of Return the Right Measuring Stick?
What does the one-year, three-year or five-year return of any group of equities have to do with the achievement of the unique financial goals of...
Who Says You Can’t Time the Stock Market? Why Market Timing Is Easy
At some point every investor, trader, or stock picker has dreamt of buying a stock right before some major news turning him/her into a retired millionaire...
6 Ways a Financial Advisor Can Help You
Many may view the role of a financial advisor as one who has unique insights into the market to give their clients an advantage. However,...
Diminished Capacity and the Fiduciary Standard
Sometimes inaction is the right action (the fiduciary standard) when faced with an elderly prospect that presents signs of diminished capacity. A few weeks ago,...
