Author Archive

  • 08
  • Nov2017

When the Music Stops.

And what you can do to prepare. Depending on when you got in, and in what you are invested, you’ve done all right in the past ten years by the US broader equity (stock) markets. The S&P averaged approximately 6.7 percent per year, the Dow Jones Averaged 6.3 percent per year, and the NASDAQ averaged […]

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  • 08
  • Nov2017

Robo Death

It is one of the new catch-phrases in the financial services industry, and to be clear – it is taking the world of investing by storm. Just take precautions to make sure you’re not swept-away and don’t confuse the noise surrounding a new idea with a squall. Algorithmic trading is a way of implementing technology […]

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  • 08
  • Nov2017

Are You REALLY Getting Your Money’s Worth from Your Investment Advisor?

Small, independent investment firms often offer more personalized services, additional investment options, and better financial expertise at a lower cost than the big investment houses. Private investors have been led to believe they should follow investment planning along two basic premises: 1) follow the herd and hire the large financial companies as a “safer bet”; […]

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  • 08
  • Nov2017

Counter-Investing

Time for a Different Approach to Personal Investing Personal investing is a lot like surfing. Most investment firms, financial advisors, and personal investors try to ride the wave in front of them – a hot stock tip, the latest topperforming portfolio manager, a new company or technology – unfortunately, most fail to ride the wave. […]

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