As global financial markets continue their roller coaster ways and with deposit and bond yields returning next to nothing, many clients are searching for ways to still have market exposure but without one hundred percent of the market risk. Risk vs. Reward Most investors are familiar with the principal which states that the more risk […]
Temperatures are soaring and school is out, that means one thing: Summer has arrived. For many, this means time to start planning your summer vacation. Hours will be spent pouring over travel brochures and websites to try and create the perfect vacation for both parents and children. You will probably speak with a tour company, […]
O, Columbia! the gem of the ocean, The home of the brave and the free, The shrine of each patriot’s devotion, A world offers homage to thee. – American Patriotic Song Looking back, I have fond memories of playing baseball in our backyard and hearing my mother, of blessed memory, sing this song as she […]
With governments all over the world strapped for cash, they are desperately seeking any way to both save and raise money. Soon-to-be retirees should watch out because an easy target for governments to succeed in saving money would be to raise the retirement age. Not only would governments save money by not having to pay […]
Turn on the TV or radio and chances are that you will hear a story about the damage caused by the BP (BP) oil spill in the Gulf of Mexico. For savvy investors this type of a disaster and other like it may be an opportunity to profit. While it may seem a bit crass […]
The recent plunge of global stock markets has sent many investors scurrying for the exits. While more experienced investors should know better and avoid panicking, for young, first-time investors, this could be the chance of a lifetime. The old saying ‘it’s better to be lucky than good’ summarizes the reason that for new investors now […]
With so much information available on the Internet and 24 hour-a-day business TV, the rallying cry from these media sources has been for investors to manage their own funds. Investing is easy, they say. Not to mention that if you pay very low fees, you can trade and trade and make lots of money. Well, […]
It’s now June and the spring/summer wedding season is in full swing. For the new couple, many important decisions need to be made. Where to live, who should do the flowers for the wedding and perhaps the most important decision of them all: which china pattern?! One major issue that is often neglected is exactly […]
As global financial markets continue to reel and seemingly drop on a daily basis, investors with a bit of foresight should start thinking about how they can adjust their portfolios and potentially benefit from a turn in the market. As I have mentioned in previous columns, the state of corporate America is very strong right […]
Blaming speculators as a response to financial crisis goes back at least to the Greeks. It’s almost always the wrong response. -Larry Summers My phone has been ringing off the hook over the last week or two as nervous clients call to get my view on the financial crisis in Greece and how it relates […]
