It’s easy to see everything that is going wrong in the world. In fact, it would actually be challenging to read through a newspaper or turn on the news without being bombarded by all things terrible: political unrest, global warming, contaminated foods, disease outbreaks; the list goes on and on. On top of that, our […]
Changing Your Perspective: 4 Reasons Why 2018 was the Best Year in History Read More »
A QUICK ONLINE SEARCH FOR “DOW RALLIES 500 POINTS” YIELDS A CASCADE OF NEWS STORIES WITH SIMILAR TITLES, AS DOES A SIMILAR SEARCH FOR “DOW DROPS 500 POINTS.” These types of headlines may make little sense to some investors, given that a “point” for the Dow and what it means to an individual’s portfolio may
Getting to the Point of a Point Read More »
Many unsophisticated Investors buying complex financial products commonly misunderstand their suitability in an investment portfolio.
The Best Interest of the Client Read More »
“A story has no beginning or end: arbitrarily one chooses that moment of experience from which to look back or from which to look ahead.” ― Graham Greene, The End of the Affair
OVERVIEW: Market Summary World Stock Market Performance World Asset Classes US Stocks International Developed Stocks Emerging Markets Stocks Select Country Performance Select Currency Performance vs. US Dollar Real Estate Investment Trusts (REITs) Commodities Fixed Income Impact of Diversification Quarterly Topic: Why Should You Diversify? CONTINUE READING
Fourth Quarter 2018 – Quarterly & Annual Market Reviews Read More »
It is not the strongest of the species that survives, nor the most intelligent. It is the one most adaptable to change. Charles Darwin How much should you save? How much should you spend in retirement? How much do you leave to your children? How little do you leave? What happens if some unforeseen event
“Life is like a mirror, we get the best results when we smile!” Looking directly into a mirror gives you one perspective of yourself. However, if you turn the mirror at a right angle to another you will discover several images of yourself. Some may appear distorted and backward, like in an amusement park fun
Mirror Mirror, Off The Wall! Read More »
OVERVIEW: Market Summary World Stock Market Performance World Asset Classes US Stocks International Developed Stocks Emerging Markets Stocks Select Country Performance Select Currency Performance vs. US Dollar Real Estate Investment Trusts (REITs) Commodities Fixed Income Impact of Diversification Quarterly Topic: Total Cost of Fund Ownership CONTINUE READING
Third Quarter 2018 – Quarterly Market Review Read More »
The Greek witch-goddess Circe gave her son Telegonus a poisoned spear to protect him on his journey to find his father Odysseus. When Telegonus finally found Odysseus he inadvertently killed his father with the magic weapon. This is similar to some of the consequences we may inadvertently incur when we try to administer well-meaning advice
Empathic Listening and Building Trust Read More »
OVERVIEW: Market Summary World Stock Market Performance World Asset Classes US Stocks International Developed Stocks Emerging Markets Stocks Select Country Performance Select Currency Performance vs. US Dollar Real Estate Investment Trusts (REITs) Commodities Fixed Income Impact of Diversification Quarterly Topic: E+R=O, a Formula for Success CONTINUE READING
Second Quarter 2018 – Quarterly Market Review Read More »
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