Business owners possess an entrepreneurial mentality that allows them to take risks that would keep most people awake at night. In doing so, they fulfill the dual roles of fearless risk-taker and …
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 ....
