What is Wealth Management?
Being able to invest your money wisely is one of the biggest keys to financial success in our country. If you’re reading this, you probably already know how to make your money work for you and to grow your wealth. But now that you have a comfortable nest egg, how do you make sure it […]
Seven Tips for Successful Financial Planning
When the new year began, one of your resolutions may have been to get your finances in better shape. It can be easy to get caught up in daily expenses and find yourself living paycheck-to-paycheck each month. Not only is this stressful, but it makes it hard to make a plan for your future. Setting […]
The Fear and Opportunity of Shakeouts
We decided several years ago that when talking with prospective clients, we needed to broach a particular topic. Simply put, it is this: Our very best stocks have periods when they fall. Whether you refer to this as a pullback, a correction, a dip, or a shakeout, it still means the same thing. They go […]
2020 Election and Other Stuff!
September 18, 2020 2020 Election and Other Stuff! Without fail, there is always a good degree of trepidation as we approach a national election. We suppose this is normal, especially in the days leading up to the event, as the rhetoric between the two candidates becomes ever more confrontational, accusatory, and contentious. It […]
Market Update
Market Update This short note is just to touch base with you, since the market has been falling with no apparent reason. This comes on the heels of a long and dull 2014, and after a very good 2013. Last month, September 3rd to be exact, we sent out a letter titled, “When the […]
Understanding and Reason – Keep it Simple
Understanding and Reason – Keep it Simple It was only eight years ago, January of 2002, that twelve European nations exchanged their currency and began to circulate Euro banknotes and coins. The idea was initially adopted in 1999, and three years later 12 nations exchanged their money for Euros. There are now 15 nations […]
It is worth saying again . . .
It is Worth Saying Again . . . “Markets generally go up when business is bad, deteriorating, or not significantly improving.” While I cannot take credit for this quotation, it is an extremely valuable nugget of wisdom. It came from a long-time friend and client who also happens to be a very bright thinker […]
Dark Clouds and Silver Linings
Dark Clouds and Silver Linings Every twenty years or so, the stock market goes through a purging much like we are seeing today. It is difficult to predict because the timing of these events is so irregular. The last one was in 1987, and the one previous occurred in 1974. This type of washout […]
January 9th, 2007
January 9th, 2007 When a popular index like the Dow Industrials pushes to new high, a lot of investors appear enormously pleased. Making money in the market seems like a piece of cake. The formula is remarkable simple: buy a few stocks with popular names and hang on to them. Broadcasters like CNBC tend […]
