My comments: I interpret the phrase, “money management” to mean everything necessary to help a client get from point A to point B with more money than they started with. All of us in the investment advisory business work hard to understand all the variables, and apply them intelligently to the needs of the client. …
Continue reading What Constitutes High-Quality Money Management?
My Comments: This whole episode is so mindbogglingly stupid that I simply shake my head in dismay. Yes, I know, hormonal activity is not something easily brushed aside, but this is a man with an allegedly iron will whose self discipline is legendary. But, since this is Friday, I’m still exhausted by the recent election, …
My Comments: For years I've sort of paid attention to omens; how else are you going to justify the bizarre outcomes that invevitably happen and influence how much money my clients end up with over the years. The tempatation, no matter how professional you try to be, is to respond to the advice of those …
Continue reading 8 Stock Market Omens That Influence Investors
My Comments: I have absolutely no idea how the next four years are going to work out for any of us. I am optimistic that it will be OK because for me the glass is always half full. It’s not in my nature to get wrapped up in woe and gloom. For better or worse, …
My comments: When I saw this title, I had my doubts. Part of that is because no President has enough necessary tools, and because one doesn’t “fix” the economy; it more or less has a life of its own. If I “believe” things are better, which is a mindset, and not written in stone, then …
I try to post these every week. Some of you like to time the market and this report from J.P.Morgan is perhaps the best summary to help your decision making:
From time to time an idea comes across my desk that I find compelling. So I decide to share it with clients and those of you who might become my clients. And while this blog is not supposed to be a commercial, meaningful retirement income is a very real problem these days which explains why …
You’re going to have a moderate Republican president for the next four years: Barack Obama My Comments: I have a memory of the 1952 presidential campaign where I’m leaning out the window of a room in the Pere Marquette Hotel in Peoria, Illinois. Below me was a parade with bands and cars and horns. In …
By Joyce Hanson, AdvisorOne The intricacies of investor psychology shed light on what people are doing to miss out on long-term opportunities—and on how advisors can help them overcome those behavioral hurdles, according to a recent report from Franklin Templeton Investments. Behavioral phenomena can have a negative impact on investor psychology, says Franklin Templeton in …
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