My Comment: It’s sometimes helpful to look back a few months, sometimes a few years, to see what I was thinking at the time and to compare what was then with what we see now. For example, as investment advisors we have long embraced the idea of a diversified portfolio to minimize risk. Think Enron; …
Continue reading How to Play Defense Against Volatility in Your Portfolio
A summary of what happened last week, and might happen this week. Click HERE…
Rigged Money author and investment advisor Lee Munson, a former trader, talks about how Wall Street does its best to turn advisors' and investors' attention away from the most important topic: risk. My Comment: I’m trying something new in this blog post. I ran across this seven minute video that talks about investment risk and …
Continue reading Unmasking The Risk Wall Street Doesn’t Want Advisors (and you) to Understand
Stocks end this final week of what’s shaping up to be the best first quarter in 14 years, with little hope the second quarter can match its gains. My Comment: Who among you saw this coming? And if you did, what is your prediction for the next quarter? No one knows. All we do know …
Continue reading First Quarter On Track to Be Best in 14 Years
A summary of what happened last week, and might happen this week. Click HERE...
My Comment: Lately, I’ve been doing a lot of drum pounding about the investment manager I found some 18 months ago. Purcell Advisory Services uses mutual funds and ETFs and is hands down the best solution I’ve found to grow your money ever. The conservative portfolio I use returned 5.45% net of all fees in …
Continue reading Look Beyond Stock Mutual Funds’ Lousy 2011 Numbers
My Comment: I was asked a similar question the other day, posed by a distant cousin in England. You have an idea for a business enterprise and among the questions you ask yourself is how it should be structured. This is sometimes an convenient excuse to avoid asking whether the idea has the necessary potential …
Continue reading If Taxes Rise, Should You Form An LLC or Incorporate?
Click here for the best weekly summary I can find. It comes from J.P. Morgan.
Socially responsible investing can be good for your conscience and your portfolio. Studies show that socially responsible investing, or SRI, is becoming increasingly popular. SRI in the United States is now growing at a much faster pace than the broader universe of all investment assets under professional management. From 2007 to 2009, SRI assets increased …
By Charles Riley | CNNMoney.com – Thu, Feb 23, 2012 Since the economy dropped off a cliff in 2008, members of Congress have not exactly been shy about casting blame for no-or-slow growth on a variety of bureaucrats, outside institutions and Wall Street power players. But if lawmakers are looking for an explanation as to …
Helping Define Your Financial Future 