Investment
Alternative Investments
Many investors are less than enthused about the current valuations of traditional investments like stocks and bonds. After a decade-long bull market where the S&P 500 averaged more than 16%…
Read MoreStrategies to prevent outliving your money
According to the Social Security Administration, if you are 65 you have a 25 percent chance of living to age 90 and a 10 percent chance of living to age…
Read MoreIs your portfolio too risky?
Many investors who have watched their account values consistently rise over the last decade are very happy with their investments. However, during times of low volatility and steady gains, investors…
Read MoreRed October
After an extended period of steadily rising markets and low volatility, October was a very bad month for stocks. The S&P 500 fell about 10 percent from the beginning of…
Read MoreIs the market going to do well?
It’s not uncommon for new clients to ask me how I think the market will perform. I guess some people expect their financial advisers to have a unique ability to…
Read MoreInvestment portfolios face troubling realities
We have all heard the phrase “past performance is no guarantee of future results.” The average 60/40 stock portfolio has performed quite well since 1982, with an average return of…
Read MoreInvestor sentiment
Back in 1999, I recall meeting with clients regarding their financial planning. At the time, most people were enjoying stellar returns in their tech-heavy portfolios and they tended to be…
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