As financial advisors, people rely on us to provide direction regarding their financial well-being. Confusion can arise when the advice that we offer is not consistent with the news headlines, the “promising” strategies, the “surefire” bets and the sophisticated products being touted by the media. While we are always open to learning about potential opportunities…
DetailsThis summer already is destined to deliver plenty of uncertain outcomes. On the political front, there are the especially stark contrasts found among the US presidential candidates. For better or worse, whichever candidate prevails is likely to set the tone for the country if not the world. The “stay or go” uncertainty surrounding the June…
DetailsLast night, I was sitting at my 10-year old son’s little league playoff game. It was the last inning – bottom of the 6th – and we were up 5-2 with 2 outs and a full count on the batter. Our pitcher threw a curveball that coasted across the back corner of the plate –…
DetailsPATIENCE, n. A quality apparent among such lower life forms as snails and tortoises but rarely among humans who invest in financial assets. [Jason Zweig, The Devil’s Financial Dictionary] When we discuss the importance of disciplined investing with our clients, we tend to emphasize how critical it is to stay invested in the midst of…
DetailsWhen it comes to investing, we can often be our own worst enemy. That is because oftentimes, we allow our emotions to impact our behavior. Our emotions are fueled by what we read and hear in the media. The more emotional we become, the more likely we are to act and the actions we take…
DetailsGood advice is timeless … and timely. Good financial advice never goes out of style; its principles are permanent. Good advice must remain relevant in an ever-changing world. Your financial adviser should be able to help you embrace promising new opportunities and insights while avoiding the false leads and frightening challenges that are as formidable as ever in today’s markets.
DetailsThe quarter three numbers are in, and the S&P 500 index finished down just over 6%, while non-US markets finished down more than 10%. The end of August was particularly bumpy, when amidst of headlines of a Chinese stock market crash, looming Fed rate hikes, and fears of an earnings slowdown in the U.S. the…
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