Blog

Chase for Performance is On

The chase for performance is on.  Since this year’s presidential election there has been a meltup in the stock market and a meltdown in the bond market.  

Trump era vs. Reagan era

Both pre and now post Donald Trump's election an often mentioned narrative was and still is being pushed suggesting that his presidency will usher in an era similar to the 1980’s when Ronald Reagan was the president. 

What are your Portfolio Performance Expectations?

In the story of Alice in Wonderland, Alice arrives at a fork in the road and wonders aloud which road to take. A smiling Cheshire Cat appears and asks her what her destination is, to which she replies, “I don’t know.” The toothy cat then proffers the only possible response, “Well, then it doesn’t matter.”

Our Biggest Financial Challenges are often Self-Inflicted

In many respects, people can be their own worst enemies in their quest for financial security. When you consider that our lives are nothing more than a culmination of the decisions we make each day, if we tend to make more bad decisions than good decisions, or worse, if we can’t make decisions at all, it’s should be no surprise when financial security  remains elusive.

You want to be a billionaire?

Many people look at investing in stocks as a way to amass a large fortune.  Some may even think that after depositing a one time sum of money and without ever adding to it they can become multi millionaires or even billionaires !  Mark Hulbert had a very good piece on Marketwatch website related to this subject after the Forbes 400 list came out last month.

The Media Noise can be Deafening

Most people would argue that living in a digital world, with instant access to an endless stream of information has made us smarter and more self-empowered than past generations. Investors believe that it has “leveled the playing field”, enabling them to make investment decisions based on the same information once only available to the investment pros.

Annuities in Financial Planning

As investments, annuities have several unique properties that make them very versatile in addressing a number of financial and investment planning needs. Where an annuity might never have been a consideration by a particular investor, it may, in fact, provide the only real solution once his needs, objectives, priorities and risk tolerance are established.

Investment Planning for an Uncertain World

Chances are good that if you turn on the prime time news on any given day or pull up your favorite newspaper on your iPad one of the top stories will relate to emerging risks around the world.

How Much Life Insurance is enough?

The fundamental question of how much life insurance to buy can only be answered when we know what it is exactly we are protecting. While its purpose is to protect your life, only you can determine what that might be worth to your family. Your vision of a “good life” for you and your family doesn’t usually go away after you’re gone.

Active vs. Passive Investing

Institutional money managers running various mutual funds or hedge funds are for most part paid to apply their knowledge to pick investments that will beat their benchmarks by identifying, analyzing and selecting the next winners from the wide universe

Syndicate content
Website Design For Financial Services Professionals | Copyright 2017 AdvisorWebsites.com. All rights reserved

Custom: StatCounter Block