The markets have certainly been frightening over the past couple weeks. As such, I have been receiving many “thank you” emails and phone calls from clients for selling before the market sell-off last Thursday. Several…
Read More
Post June 2011
While many American families celebrated the official beginning of summer, those of us charged with maintaining their portfolios were hanging on the news each day as it was released. It was a rocky go, and…
Read More
The Cost of Poor Investment Timing
Do you know how much buying and selling your investments at the wrong time can cost you? According to Morningstar, stock funds returned 1.6% annually from 1999-2009. However, the typical fund investor only earned 0.22%…
Read More
Financial Tips for Parents of College Grads
A new wave of college graduates were introduced to the “real world” last month. The good news is that according to the National Association of College and Employers, employers are expecting to hire 19% more…
Read More
The Emotional Investor
I like to keep in-mind the beginning of Rudyard Kipling’s famous poem ‘If’ as I lead investors through weeks like last week: “If you can keep your head when all about you are losing theirs…
Read More