If I want to make it from a wannabe to a true financial blogger, it’s imperative that I have a Dow 20,000 post in my archives! There will be no shortage of coverage of today’s milestone…my hope is to put it into perspective for my readers. It’s the day CNBC, newspapers/magazines, and financial pundits have been waiting for since late…
Category: Investing
Diversification in 2016
“DIVERSIFICATION MEANS ALWAYS HAVING TO SAY YOU’RE SORRY” -Brian Portnoy This is one of my favorite investment quotes, and while I’m not sure who said it first, I am going to give Brian Portnoy credit since I read it in an article he wrote back in early 2015 (link below). As I prepare for upcoming meetings with clients, I can’t…
All-Time Market Highs: A Great Time for a Reminder
Exactly one month ago the fate of the United States was being decided, and initially the U.S. markets were pissed. The overnight futures signaled a bloodbath in the markets at the open; it was so negative, I did something I never do: I wrote a post in response to short term market activity. But then the unthinkable happened–the futures recovered, and the…
Just Breathe…
11/9/2016 @ 12:03 AM It appears Donald Trump is on his way to the White House. It may not be official by the time you read this in the morning; due to how close the race is, I anticipate requests for recounts, which will delay the conclusion to the 2016 Presidential election. But, while we may be waiting for the…
Organizing Your Financial Plan
Once you have your financial plan, it’s important to make sure the components of the plan, i.e. insurance documents, investment accounts, estate planning documents, etc., are organized. Sure, you may know where everything is located, but does your spouse? If someone else had to locate the components of your plan, could they? How difficult would it be? I recommend keeping…
Stay In Your Lane
By now, you’ve seen the action shot from last night’s Olympic 200m butterfly swim; you know, the one where Michael Phelps is mid stroke and zoned in looking down his lane. In the next lane Chad le Clos is looking at Phelps instead of focusing on his own race. This might be one of the best photos from this summer’s…
Sell In May…Not So Fast
Don’t be so quick to “sell in May, and go away”. “Sell in May, and go away, and come back on St. Leger’s Day” was a reality in old England. In the days prior to air conditioning, English stockbrokers would leave to escape the summer heat, and would not return until September, after the final horse race of the British Triple…
More on Millennials and Fintech
Last week I wrote about the changes in financial services, especially pertaining toward Millennials. Below is a pretty good video discussing Fintech, Millennials, and where the financial advisory industry is heading. Enjoy! Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining your individual situation you should consult your financial advisor. For all of the disclaimers, please…
The Millennial Effect
Millennials are changing the game. According to the 2015 Census Bureau Report , Millennials, defined as those born between 1981 and 2004, have surpassed the Baby Boomers. And, we’re already starting to see the impact Millennials are having on business.
Back At The Top
A few weeks ago I blogged about the frustrations of rangebound markets for the long term investor. Well, it’s been a good few weeks, and we’re back at the top of the range. We’ll soon know what this visit will bring. Stay tuned… Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining your individual…