This past week was a rocky week that ended in a sharp selloff over Thursday and Friday. The sharp decline in global stocks was mostly precipitated by the ongoing nightmare that is Europe. One very…
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How have our clients avoided the recent stock market losses?
The markets have certainly been frightening over the past couple weeks. As such, I have been receiving many “thank you” emails and phone calls from clients for selling before the market sell-off last Thursday. Several…
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Response to MSN/Barron’s Article: Investments for Generating Income
MSN posted an article today on their homepage from Barron’s titled, “Investments for Generating Income.” The article discussed investments they recommend based on how best to generate income in this economy. As a fee-only investment advisor,…
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Post June 2011
While many American families celebrated the official beginning of summer, those of us charged with maintaining their portfolios were hanging on the news each day as it was released. It was a rocky go, and…
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The Cost of Poor Investment Timing
Do you know how much buying and selling your investments at the wrong time can cost you? According to Morningstar, stock funds returned 1.6% annually from 1999-2009. However, the typical fund investor only earned 0.22%…
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