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June 15, 2016
When it boils down to it, all investors want the same thing, that being the highest possible return with the least possible risk. Therein lies the problem. Every investors’ understanding of and ability to bear risk is different. For this article, risk is defined as the possibility of loss...
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May 25, 2016
Any tennis player, golfer or baseball player can affirm that there is an area on the face of a racket, club or bat that is referred to as the sweet spot. It varies in size, but it is the optimal location on the particular instrument that the athlete wants to hit the ball. Anyone who can hit...
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May 11, 2016
A much loved and often quoted phrase from my childhood was “An apple a day will keep the doctor away.” I think it came from a time when doctors made house calls and if the doctor stayed away it was because everyone was healthy. It may not have been meant literally but a well-balanced diet,...
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April 29, 2016
When it comes to prudent investment practices diversification is the foundation upon which a successful long-term plan is built. Some investors believe they should also diversify their assets among multiple financial advisors. This practice could prove harmful to your advisory relationship(s) and...
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April 18, 2016
Congress made several changes to Social Security last year as a part of the Bipartisan Budget Act of 2015. The purpose of these changes is to help shore up the system’s solvency and close what many believe is an unintended loophole that favors higher income earners. Significant changes include:...
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April 5, 2016
The first quarter of 2016 was a classic case of “backing and filling” as one week’s gains seemed to give way to the next week’s losses, which then formed a base for more gains. As much as we would all like to see the stock market, and by proxy our portfolios, continue a calm and steady increase...