In this short series (see the Introduction), I lay out the four key categories of work that we do on behalf of our investment management clients — four kinds of activities that are difficult for folks without our training and experience to do for themselves. I hope that this series…
Whenever markets move far enough & fast enough to draw the attention of the non-financial press, investment advisors start to get a few more phone calls than usual. The US markets (stocks and bonds both, unusually enough) have been acting very strange lately — these “up 3%, down 4%” swings…
In this short series (see the Introduction), I lay out the four key categories of work that we do on behalf of our investment management clients — four kinds of activities that are difficult for folks without our training and experience to do for themselves. I hope that this series…
In this short series (see the Introduction), I lay out the four key categories of work that we do on behalf of our investment management clients — four kinds of activities that are difficult for folks without our training and experience to do for themselves. I hope that this series…
There are plenty of resources around the internet for people just beginning to look for financial planners and investment advisors — “Ten Questions to Ask a Financial Advisor”, for example, or “Seven Questions Every Advisor Should Be Able to Answer”, or many others. These are great resources, because if you’re…
Current Market Conditions and Short-Term Expectations: Whenever the major US stock indexes reach new highs, or tumble unexpectedly, we hear from a few of our clients with worries about the near future. The S&P 500 (a broad index representing the largest US-based companies) hit new all-time highs in late…
It’s hard to avoid hearing the rumbling sound coming from Wall Street over the last couple of weeks. Even news outlets that don’t normally mention market news have spent at least a few minutes on the wild ups and downs – okay, mostly downs – of the major indexes. And…
There were a couple of interesting articles in the investment industry press yesterday that I feel the urge to share with everyone. First is “Ignore the Gurus“, by Scott MacKillop from Wealth Management magazine. My favorite pull-quote: “The guru Hall of Fame is an empty room.” It seems that market…
A college classmate wrote me an email recently, asking my opinion about the state of the world, and the markets, in the current political climate. Since the election there’s a nagging voice in my head saying that the money I’m investing is just going to go away on account of…
Happy New Year! January always has us looking in two directions – back over the year just past, and ahead at the year to come. Over the next few weeks, American taxpayers will begin to receive the annual flurry of forms regarding their financial life in 2016. This would be…
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