Amid the ruins of the last market meltdown of 2008-2009, you'll find the finance theory of Asset Allocation and the idea that all an investor needs to do is 'Buy and Hold.' As good and practical as that advice is, it was awfully hard to avoid the emotional panic created by such an extreme. So investors and financial advisers like me were put to the test about our beliefs in the idea of 'efficient ... Read More
Strategic Asset Allocation
Secrets to Long Term Investing Success
Portfolio Management Secrets of a Successful Investor Investors Ask: How do I improve my investment performance? We're all familiar with the disclosure at the end of all the commercials and print ads: Past Performance Is No Guarantee of Future Results. If that's true, then how can you be sure that someone is doing better than the market? Well, the short answer is: You Can't. But there ... Read More
Risk-Managed Investing with Clear View
Isn't it time for a fresh perspective and a Clear View about your money, retirement and financial goals? From our perspective, opportunities exist regardless of market conditions. No matter which way the markets move - up, down or sideways - there's plenty of potential that will help you meet your goals. You just need to know where to look and have a good map to help you get ... Read More
