Search
-
Don’t Gamble With Your Retirement
(Main Content/blog)
... than you are comfortable with. 3. What is my risk tolerance? Risk tolerance refers to an investor's ability to withstand market fluctuations without panicking. Financial advisors help clients determine ...
-
Tax-Loss Selling is Losing its Luster
(Main Content/blog)
... bill is slashed and you keep more of your money in your pocket. For years, I've recommended and executed tax-loss selling for my clients, just as the vast majority of financial advisors have. But I plan ...
-
We're Not Out of the Woods
(Main Content/blog)
... will be opportunities to buy hard-hit, discounted stocks once the sharp rise in interest rates fully works its way through the economy. In times like these, an experienced investment advisor ...
-
The Big Question: When Can I Retire?
(Main Content/blog)
... target on your own. An experienced investment advisor can give you a factual, non-emotional perspective. I’ve had to persuade clients who were absolutely convinced that they could not retire that they ...
-
Here’s Why I’m a “No” on Annuities
(Main Content/blog)
... I quit selling them 15 years ago. One of my big concerns with annuities is that there's a huge incentive for financial advisors to push them on clients. The sales commissions are typically 5% or 6%. So ...
-
Take the Long View, Ignore the Scary Headlines
(Main Content/blog)
... lens. Research from investment firm Dimensional Fund Advisors has found that the likelihood of an S&P 500 investor losing money declines as period of the investment grows. It found that over one-day ...
-
How to Get Back into the Market
(Main Content/blog)
... be a comfortable retirement. Once you know your goals, an experienced investment advisor can help you develop a mix of investments that gives you the best chance to achieve them with the least amount ...
-
Putting the Market’s Drama in Context
(Main Content/blog)
Are stocks finally bouncing back? The S&P 500 index is up about 2.4% in November, and investors are asking whether that signals the end of the bear market. My opinion, as an investment advisor for ...
-
A Big Market Shift is Underway
(Main Content/blog)
... the one we’re seeing can last six or 12 months, so there’s plenty of time to update your portfolio mix. An experienced investment advisor can help you to identify the best-positioned stocks going forward. ...
-
Time to Make a Shopping List
(Main Content/blog)
... a discount. That allows you to buy more shares, which will amplify future returns. Especially during tricky periods like this, it pays to have the guidance of an experienced advisor, one who's been through ...
-
How to Invest for Inflation
(Main Content/blog)
... promising stories increases your odds of owning a stock that can really impact your investment portfolio if you’re patient. This is where a seasoned investment advisor who really knows how to analyze companies ...
-
Capital Gains Tax Hike a Possibility
(Main Content/blog)
... vague about his tax agenda for a second term; he's spoken about keeping more of workers' pay in their pockets, for instance. But he hasn't offered the level of detail that Biden has. As a financial advisor, ...
-
The Coming Corporate Debt Cliff
(Main Content/blog)
... Bear in mind that any investment decision needs to fit your long-term goals, your level of risk tolerance and other factors. Please consult your financial advisor for professional investment guidance. ...
-
Progress in the Trade War
(Main Content/blog)
... strong, durable earnings, and that are reasonably priced. Choosing individual stocks with the help of an expert investment advisor can, in a situation like the current one, give you a chance to outperform ...
-
Reaching Your Goals Vs. Spinning Your Wheels
(Main Content/blog)
What's the difference between people who accomplish big goals in life and those who muddle along? Based on my nearly 20 years as a financial advisor, the answer is clear: Successful people are those who ...
-
The Biggest Mistakes Investors Make
(Main Content/blog)
... on? As a financial advisor, I've reviewed hundreds of people's financial situations over the years. And it's clear that self-inflicted financial damage is taking a major toll. In other words, many of us ...
-
The Investment Outlook Is Changing
(Main Content/blog)
... financial advisor can help you make sure you're saving enough for your goals, and that your portfolio reflects your time horizon and comfort level with risk and volatility. A good approach right now ...
-
A Smart Investing Move to Start the Year
(Main Content/blog)
... year is a good opportunity to meet with an advisor and make sure your investments are striking the right balance of risk and potential reward. Your future goals are riding on it. Please reach out to us ...
-
Why a Year-End Financial Checkup Is Smart
(Main Content/blog)
... 3. Revisit your magic number. If you've put together a retirement plan with a good advisor, you should know exactly how much money you'll need to retire on the date of your choice. Now is a good time ...
-
Understanding What Drives the Market
(Main Content/blog)
... single catalysts don't often drive markets up or down on their own. A complex web of factors are always at work. This is why it's important to work with an experienced investment advisor. A good advisor ...