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Entries by Aaron Katsman

Don’t let overconfidence define your risk profile

November 18, 2015 in , /by

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 […]

Retirees should resist the urge to speculate on stocks

November 3, 2015 in , /by

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 […]

Four common retirement-planning mistakes to avoid

October 27, 2015 in , /by

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 […]

5 Places to Invest Internationally Now

October 22, 2015 in /by

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 […]

It’s time to take your portfolio global

October 20, 2015 in , /by

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 […]

How should a retiree gauge investment performance?

October 13, 2015 in , /by

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 […]

SHOULD YOU BORROW MONEY TO INVEST?

October 10, 2015 in , /by

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 […]

Money mistakes to avoid after a spouse’s death

September 4, 2015 in , /by

http://www.marketwatch.com/story/money-mistakes-to-avoid-after-a-spouses-death-2015-09-04 I met earlier this week with a lady who had lost her husband about a year ago. She explained that she was never really involved in the family finances, and after her husband passed away, she was overwhelmed. She said that she didn’t know what to do first and decided to go online and […]