A client brought up the concept of being too diversified recently, and it gave me pause. My initial reaction was that there is no such thing . Diversification is a good thing. It allows you to minimize risks inherent in individual investments (company…
This report features world capital market performance and a timeline of events for the last quarter. It begins with a global overview, then features the returns of stock and bond…
Often the least sexy advice is the right advice. It’s not exciting, but it will accomplish your goals. This goes for investing, too. Think of your portfolio as a farm. You’ll have good years and bad years, but if you focus on the important parts and do…
Often the least sexy advice is the right advice. It’s not exciting, but it will accomplish your goals. This goes for investing, too. Think of your portfolio as a farm. You’ll have good years and bad years, but if you focus on the important parts and do…
Financial markets are constantly on the move, and those moves can have serious implications for what your retirement will look like. Still, most people don’t really have any clue as to why the markets move the way they do. They see it as some dark alch…
No one likes paying taxes. We all want to minimize the amount of taxes that we owe, so we’re always looking for any tips and tricks we can find. Municipal bonds, or munis, often seem like a great solution since they’re billed as being tax free (which w…
Occasionally, we get questions from clients about whether it would make sense for them to manage the bond portion of their portfolio, while we manage the stock portion of the…
Risk drives everything about your investments, but all risk is not created equal. For most investors (and most of the financial industry) dealing with risk is a lot like making sausage. People want what it gets them, the investment returns, but they do…
Almost everyone agrees that rebalancing your portfolio is one of the keys to having a successful investment outcome. We know that your asset allocation determines how your portfolio will perform. Successful investors spend a lot of time determining wha…
Almost everyone knows that they need to invest their money to help prepare for retirement. It’s one of the keys to getting where you want to go. The markets may (ok, they will) bounce around in the short-term, but over the long-term they have done very…
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