While the coronavirus is still very much a part of our lives today, I think enough time has passed to reflect on what I’ve learned thus far. Here are some observations including five lessons that I think we can all […]
Educational Articles
“One of our most important client principles relates to our overall investment philosophy and client education. When it comes to managing money, we focus first on defending portfolios from losses, and only then seeking competitive returns. We do not believe […]
Years ago, Barry Ritholtz wrote an article about something he called “Competency Transference,” which is when someone successful in one field decides to give another field a try, but fails miserably. The most famous example is when Michael Jordan decided […]
While we were all busy shopping for the holidays, spending time with our families, and enjoying our New Year’s celebrations (not to mention, implementing our 2020 resolutions), Congress slipped a bill under our noses that caused a boat load of […]
While I travel to attend 2-3 large financial conferences every year, for the first time in many years, I participated in a local educational workshop for financial advisers, which was sponsored by a large, national financial company. This also made […]
On average, the market goes up three out of every four years. The “perma-bear” who consistently preaches doom and gloom is forgotten each day until he is right. Then they put him on the news and ask how he “called” […]
The number one concern we hear from our clients is that they wish they would’ve started investing sooner. But what if there was a realistic way to upgrade your retirement nest egg by a half-million dollars between now and retirement? […]
The stock market doesn’t go straight up. Profound, right?! It does have an upward bias, however. Meaning, it goes up most of the time. However, those times when it’s going down, it happens in typically one of three ways: […]
“Am I on track?” This is one of the most common questions I get from my clients. It usually comes up when we are reviewing an individual’s financial plan.
