Questions to Ask a Current or Future Investment Adviser

Hiring an Investment Adviser?  The North American Securities Administrators Association (NASAA) has published a brochure titled “Cutting through the Confusion: Where to Turn for Help with Your Investments,” that I have found is extremely helpful for investors to reference when making this very important decision.  The following excerpt has been taken from the brochure: “There [...]

March 31st, 2010|

Economic Recovery: Two Steps Forward, One Step Back

The stock market is down year-to-date (barely), but everything sure feels a lot better than this time last year.  It’s hard to believe that it’s only been 12-months since the S&P 500 hit a low of 667 (March 9th, 2009).  Listed below are market comparisons from the close of 2009 to the end of February [...]

March 1st, 2010|

ETF’s: Should you add them to your portfolio?

Exchange-Traded Funds (ETF’s) were first introduced to the stock market in 1993.  However, there are now over 900 ETF’s offered on the New York Stock Exchange.  So what’s the big deal?  The old-school mutual fund manager would tell you that ETF’s are “just the next big thing” or that the growth is the result of [...]

February 3rd, 2010|