Alternative investments include many different types of investments or assets which fall outside of the three primary or traditional asset classes known to most investors: cash, bonds and stocks.An …
Congratulations! You are finally retired. When you consider all of the major transitions in your life (off to college, first job, get married, buy a house and start a family) no other transition is …
Every four years American voters go to the polls to choose a new President. As the anticipation of selecting a new leader intensifies throughout the election year many investors are focused on how …
The foundation of an investment plan is a strategic asset allocation which lays out how your portfolio will be allocated among different asset classes, such as stocks, bonds, and cash. In choosing …
As you develop an investment strategy, it is important to focus on getting size (large, mid and small), sector and region/country right. A broad approach to asset selection allows for adjustment of …
Now that I have your attention, let’s focus on something that all investment portfolios have – R-I-S-K. In financial terms, risk is exposure to loss which is related to the expected return of an …
The theme of using one’s money for the good of society dates to the early days of life here in America. As a young investor in the 1990s, I learned that socially responsible investing involved the …
Financial advisors help their clients navigate through many of the life events or transitions that we all face. Many life events are happy ones, like preparing for your retirement, buying a home, …
Planning for retirement requires you to make assumptions about your life and the world around you. Your path to retirement is a personal one with twists and turns that are unique to you and your …
Possibly….but, the more important question might be how deep will a recession be and how long will it last? Before tackling those issues let’s make sure that we are using the correct definition of …
The first Exchange Traded Fund or ETF traded on the American Stock Exchange in 1993. Launched by State Street Global Advisors, the first ETF or S&P Depository Receipt (SPDR) was benchmarked to …
Planning for retirement requires you to make assumptions about your life and the world around you. Your path to retirement is a personal one with twists and turns that are unique to you and your …
A smart investor knows that good investing occurs over years and business cycles, not from one quarter to the next. A smart investor is patient ....
