My Comments: It’s OK to be afraid. It’s not OK to let your emotions determine everything about your life. Especially your investments which are mostly about accumulating money for the future. But it’s very hard to keep emotions out of the picture and be objective. Which is why many folks hire people like me to …
Continue reading Here’s What Happened To Your 401(k) If You Panicked In The Financial Crisis
My Comments: The world of real estate is something I don't fully understand. The part I do understand is that home buyers play a large role in an economic recovery following a crash like the one we've been through recently. Here is a commentary that suggests the reasons for home prices going up rapidly these …
My Comments: It's been a few years since my wife and I last travelled out of the country. During this time, she and I both became eligible for Medicare benefits. And given my health history over these past few years, without Medicare we would have been financially stressed. We still have expectations of visiting family …
My Comments: Yesterday, the focus of my comments was that if you want to go it alone, that's OK. Here, however, are some reasons for not attempting to go it alone and be solely responsible for your decisions. I can confirm, after 38 years in this business, that emotions play a huge role in whether …
Continue reading Even Skilled Investors Can Use a Financial Advisor
My Comments: From the beginning, I've told prospective clients and clients alike that it's OK to go it alone. But if you decide you want help, my hand is in the air as someone who does this for a living and I'm ready to help you. If you are trying to decide, here are some …
Continue reading Tired of Financial Advisor Fees? Try Going It Alone
My Thoughts on This: Liz Ann Sonders is a highly respected and recognized thought leader in the world of money managment. While none of these people are right all the time, their track record suggests we should pay attention to what they are saying. by: Charles Paikert | Tuesday, April 30, 2013 The current investing …
Continue reading Bullish Market, Recovering Economy Deserve Respect
My Comments: I have no idea what I’m having for supper tonight, much less how the markets are going to perform over the next several months and years. However, assuming I haven’t left the building, I expect to eat something, and in like manner, I expect the markets to move up and down with a …
There appears to be a significant disconnect between those of us who have advocated a tactical approach to investing money for years from those who learned their trade during the 18 years that ran from 1982 thru 2000. The study referenced below in the article, as it appeared in the print edition, headlined “45% of …
Continue reading Tactical Strategies Gain, as Buy and Hold Fades
‘Is the stock market a bubble ready to burst? No,’ say BlackRock’s investment strategists in a spring update My Comments: All of us are looking for an edge, an insight, a clue to help us make what we hope are smart decisions about our money. These comments from someone clearly ahead of the curve that …
My Comments: There are successful investors, and there are unsuccessful investors. Some of them are the same people. I ran across this list and realized there are nuggets here that my clients and prospective clients might find helpful. We live in an increasingly complex world so finding short, sweet comments from time to time that …
Helping Define Your Financial Future 