Whether you have realized gains or losses in your portfolio, some tactical moves now can end up saving you thousands and thousands of dollars With just a few weeks left in ’15, it’s time for investors to make some portfolio adjustments that can create tax savings and get their portfolios ready for the upcoming year. […]
http://www.marketwatch.com/story/dont-let-overconfidence-define-your-risk-profile-2014-11-18?mod=mw_share_facebook&n_play=546bb763e4b0205dc5c26b04 Financial advisers spend a lot of time trying to understand a client’s risk profile. They often employ questionnaires that ask myriad questions to try and pinpoint the time period of an investment, investment knowledge and how one would react in various market scenarios. The problem with these questionnaires is that they only paint […]
http://www.marketwatch.com/story/retirees-should-resist-the-urge-to-speculate-on-stocks-2015-11-03 I was recently at a compliance meeting, and during a break for coffee, I struck up a conversation with an elderly man. We got to talking and he told me that he has started actively trading stocks in order to help supplement his retirement income. He said he used a free demo that a […]
http://www.marketwatch.com/story/four-common-retirement-planning-mistakes-to-avoid-2015-10-27 We all make mistakes. The key in most facets of life is to learn from those mistakes and avoid repeating them. Unfortunately when it comes to retirement, I have seen investors repeat the same mistakes over and over again, and the long-term damage caused is great. For individuals looking for a comfortable retirement, here […]
https://www.dailyworth.com/posts/2198-5-places-to-invest-internationally-now Traditionally, most American investors have invested in American companies. But in today’s global marketplace, investors who stay strictly focused on U.S.-based investments may be missing out on opportunities for higher returns. Stocks in some international markets pay much higher dividends than those in the United States, and bond yields in some international markets […]
http://www.marketwatch.com/story/now-is-the-time-to-add-non-us-stocks-to-your-portfolio-2015-10-20 Europe is a mess. China’s growth figures, if can be believed, are dropping quickly. Why on earth should investors invest in international stocks? In fact, when I mention to new clients that I believe that they need to have 30%-40% exposure to non-US markets, I usually get a worried look, followed by an “I […]
http://www.marketwatch.com/story/how-should-a-retiree-gauge-investment-performance-2014-10-13 Are you setting the bar too high for your portfolio? You can imagine, if somebody’s approaching retirement, and all of a sudden the funds that he or she is depending on are depleted by 50% or however many, it gives them a sinking feeling in the pit of their stomach. — Pat Robertson If […]
As stock markets have fallen sharply, many investment professionals believe that now may be a good time to start investing. Historically, when markets have taken such a pounding, it has proven wise to “buy the dip” and invest. At the same time, it is important to remember that whatever happened in the past is not […]
I like the dreams of the future better than the history of the past.- Thomas Jefferson Here we go again. It’s time for Rosh Hashana and the High Holidays. We are preoccupied with trying to improve ourselves in the upcoming year, based on looking back and examining where we fell short of our goals. […]
