The Top 5 Steps for a Prudent (and Efficient) Portfolio

By |2017-11-21T21:33:33+00:00February 27th, 2014|Financial Planning, Investments|

I have had the opportunity the last few weeks to give some thought to this most important question.  Many people I speak with believe that they can determine if a fund or portfolio is “good” based on the returns.   It may seem counter intuitive, but fund/portfolio returns is only a very small piece of the [...]

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What is an Investor to Do? Nothing and Plenty!

By |2017-11-21T21:33:58+00:00February 5th, 2014|Blog, Investments|

Some recent market volatility has sent the 'media talking heads' spinning. What is an investor to do? I am reminded of the simple but profound statement: "You can not have a rainbow without some rain." This applies to meteorology, life, and investing. We know that the long-term market trend is up. Nevertheless, we also know [...]

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The Great Investment Debate–OR NOT?

By |2021-05-04T09:34:15+00:00December 4th, 2013|Blog, Investments|

Here is a great article written by a mentor of mine--Fred Taylor of Atlanta GA. I know you will enjoy his insights into both prudent investing and life in general. THANKS FRED! A Not So Surprising Report From A Surprising Source Most of the public when they think of Vanguard Group tend to think of [...]

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Large Investment Firm Allegedly Forces Its Employees into High-Cost Mutual Funds

By |2021-03-02T08:09:36+00:00September 17th, 2013|Financial Planning, Investments, Retirement Planning|

A class action law suit was recently filed by employees of a large investment firm claiming that the firm stuffed their 401k retirement plans with the firm's own actively-managed, high-cost mutual funds. The employees claim that the company unnecessarily stripped them of too much of their hard-earned retirement savings by failing to provide them with [...]

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The Top Five Reasons Not to Time the Market

By |2017-11-21T21:33:58+00:00August 29th, 2013|Financial Planning, Investments|

Last Friday when I was leaving a meeting of area small business owners, a very sweet lady said she wanted to ask me a question. I said, "Of course. How can I help you?" With a somewhat worried tone, she asked me if I thought that she and her husband should get out of the [...]

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Investing and What You Don’t Know that You Don’t Know!

By |2017-11-21T21:33:58+00:00August 8th, 2013|Investments, Videos|

Advisors often spend so much time talking about what they know and what the clients know that they do not know that no one ever really gets to the real issues: those areas of investing and your life that you DO NOT KNOW THAT YOU DO NOT KNOW. It is what you don't know that [...]

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The Three Simple Rules of Prudent Investing

By |2017-11-21T21:33:59+00:00August 5th, 2013|Financial Planning, Investments, Videos|

Let’s face it—it is in the best interests of the media and large financial institutions to keep the public as confused as possible when it comes to investing. They profit when the consumer is confused. The rules of prudent investing are really very simple. Just remember the Number 3! First, there are three myths or [...]

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Are You a Chump? Wall Street Sure Hopes So.

By |2017-11-21T21:33:59+00:00July 31st, 2013|Investments|

I read a really great article yesterday in the Wall Street Journal's Market Watch titled 10 ways Wall Street played you for a chump. I feel that author and certified financial planner George Sisti did a great job in his article pointing out all the ways that Wall Street bullies use the complex nature of [...]

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Those Who Ignore History Are Doomed to Repeat It: Lessons from the Gold Debacle

By |2017-11-21T21:34:22+00:00July 15th, 2013|Investments|

Let me say from the outset that I have no idea where the price of gold is headed--HOWEVER, no one else does either. Dan Solin, a leading wealth advisor and author, writes in an article titled Learn From The Gold Debacle: "In October, Morgan Stanley analysts Peter Richardson and Joel Crane opined that 'Central bank [...]

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Knowledge is Power: Firm Drops Poorly Performing Gold Fund from Investor Reports

By |2017-11-21T21:34:22+00:00July 8th, 2013|Financial Planning, Investments|

The Wall Street Journal wrote an article about billionaire hedge-fund manager John Paulson titled Paulson: All That Glitters Isn't Gold. For the past couple years, the high-profile Paulson has been all over the media preaching his gold fund, telling people to buy gold, and attempting to show gold as a great investment. But as we [...]

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