The Influence of Politics on Your Portfolio

When it comes to investing, emotions are probably the single biggest obstacle to success for most investors.  Since strong emotions often accompany politics, we feel it’s important to try and minimize politics when gathering our investment research and implementing investment…

credit: jepoirrier

Avoiding Scams

We work hard to build wealth for our clients while fostering an honest and open stream of communication about their financial situations. As a result, it is upsetting to us when we see deceptive marketing practices to sell investment products or promote undesirable lending practices.

One Man’s View on The State of the Economy

The question on the mind of many investors has to be: where is the U.S. and world economy headed?  Are we moving toward a double-dip recession, or is the economy in the early stages of a long-term recovery? At a…

Changing the Definition of “Wealthy”

Historically, most people have not had to consider the problem of owing Federal estate taxes at their death. With little or no estate planning, most property you own at death is subject to this tax, and will likely include things…

Stretching For Yield

In today’s economic environment, safety is at a premium but bank account rates remain at historical lows.  This is persuading many investors to look for higher yields with their safe money.  In some of these situations, they are finding products that…

Thinking About Investing

Have you ever felt anxious about your investment portfolio?  Who hasn’t?  A recent presentation at one of our professional conferences pointed out that five out of every six years will produce a stock market return sequence that either triggers anxiety…

Mental Accounting

Chances are, you know somebody who has made a vow to go to the gym twice or three times a week, and even bought a gym membership, and never gets around to going.  You probably also know people who don’t…

The Urge to Do Something Different

Many investors have become disillusioned with their investment strategy.  After all, at the end of the 2000s,  most investors were left with less than they started with at the beginning of the decade.  So a desire to do something different…

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