Risk is Not Bad
When making personal investments there is stigma that taking “risk” is a bad thing. We constantly hear that we need to reduce our risk, pare back the risk and diversify away as much risk as possible. By doing this […]
Investing Intelligence
When the Market Attacks… Again
2017 was a year like no other. Steady growth in the market for the whole year… Literally the whole year. Every statement that came in the mail was higher than the previous one. Easy peasy. If you are over […]
Reminders
The stock market volatility this week might freak some people out. I understand completely. It’s not easy to watch portfolio values go down. But I am writing today to remind you of a few important things. Investing The stock […]
Staying On Track
Investing for your retirement isn’t about getting rich quick. More often, it’s about having a game plan that you can live with over a long time. You wouldn’t expect to be able to play the piano without learning the […]
You Won’t Hold On
Clients have investing ideas all the time. Companies that they want to invest in because they know they will do amazing things. We typically allow a client to slice a very small piece of their portfolio to make these […]
