Volatile markets signal a 2008 repeat
For our readers who are not current clients, we are currently about 35% cash for most portfolios with some more conservative allocations holding an even a greater percentage. My Portfolio Guide will be ...
The World's Next Great Investing Columnist
For those clients and readers who have been on my Blog page before, you may recognize this entry. Why run it again? Here's a little secret....Nothing has changed. (at least not that much)
People alway ...
How to View the Current Economic Situation
... I often stress to clients....the behavioral and psychological part of the markets.I've highlighted a portion of the article to which I've pointed out a number of times. Regardless of what drags a mar ...
Why don't we own Gold?
My phone is not ringing. The clients who call have been what I am blessed and humbled to describe as....civil, understanding, thankful, and candidly....quiet. I don't get too many panic calls or have t ...
DOG days of Spring
... e. It is very likely that we will reenter stocks like NZT or BBBB. New Zealand Telecom (NZT), for example, was actually very difficult to temporarily let go of! We bought it for clients around the $7.40 ...
What “Sell in May and Go Away” means…this time
Many of my clients know that I rarely pay an ounce of attention to cute little adages like "sell in May and go away". I am not a big fan or believer in any investment season or statistical presentatio ...
One of these two guys is wrong...
... o be nebulous...I once again find myself guiding clients in a more conservative manner. Most people don't hire me to hit homeruns. I'm trying to hit singles consistently and on defense, if I make an err ...
Tax season: A great time to conduct a retirement checkup
... t it encompasses. Many of my clients are already retired but for those that are approaching this phase of life it requires some thoughtful planning.
I once read that the average American plans more f ...
Weekend edition!
... . I'm not any soapbox right now but I will say that I purposely take notes of what valued clients like this tell me. What I do on weekends may not be anyone's business but I do think some of it has an ...
What could $200 oil do to this market?
After yesterday's market selloff, I expected to draft a quick note to clients and address the recentnews and fears surrounding continued Middle East tensions as well as surging oil prices. Instead, I wok ...