By Sam Taylor | December 5, 2016
One of the many emotional battles investors fight is a form of buyer’s remorse when it comes to rationalizing their investment decisions.  Often, when analyzing their portfolios, and only when looking in a rearview mirror, many investors will engage in a process of self-recrimination. There, lying...
By Sam Taylor | November 10, 2016
Now that the Presidential election is in the history books, we have received a few inquiries from people wanting to know if this would be a good time to invest.  Over the two and half weeks leading up to the election, the stock market sold off for nine consecutive days (the longest such streak in...
By Sam Taylor | October 19, 2016
There is an old saying in the investment business, “Be careful you don’t pick your flowers and water your weeds”.   This refers to some investors’ hair trigger eagerness to take profits but steadfast reluctance to sell any investment for a loss.  After all, you didn’t make the investment with the...
By Wealthview Capital | October 5, 2016
TINA is not the last winner of American Idol but an acronym used by some to explain the market’s resilience in the face of often conflicting economic data.  TINA means “There is no alternative”. Given the current interest rate environment, many investors are putting their money where their mouths...
By Sam Taylor | September 14, 2016
Like many American families, when our kids were young we would sometimes create a funny poster to display from our vehicle’s rear window while traveling to various vacation destinations.  One year it was Disneyworld or Bust! Another time, Navarre Beach or Bust!  And then there was Graceland – no...
By Sam Taylor | August 25, 2016
Followers of our writings over the past few years know that we have been advising business executives who sponsor qualified retirement plans to pay closer attention if they want to avoid fiduciary liability.  The pace of lawsuits is gaining momentum as plaintiff’s attorneys intensify their focus in...

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