One of the more frequent and important discussions we have with our clients concerns the cost of investing. Even a seemingly innocent one percent in unnecessary fees can crush your investments over time. Because we know this, managing the cost of investing is a key piece of the service we offer our clients. We believe […]
Investing Articles: Simple Strategies in a Complex Industry
Unfortunately there are many in the financial industry who profit from making the investment world seem as chaotic and confusing as possible. But research shows, and time confirms, that the simplest approach to investing is the most effective.
Interest Rates Have Dropped a Full Half Percent in the Last Week
Time to refinance? Mortgage rates for new purchases and refinancing are below 4%! I wanted to pass along a quick update to let you know that mortgage interest rates have recently dropped. It could be a great time to buy a home or refinance your current mortgage. The Wall Street Journal offers more information on […]
Alphabet Soup – Selecting a Financial Advisor
Selecting a financial advisor is similar to selecting a primary doctor. You want someone you can trust, someone who communicates well, and someone who shares your general philosophy. But that’s not enough when you are selecting someone to help manage your life’s savings. Below are a few additional points to consider while interviewing candidates. I’ve […]
The Three T’s of Portfolio Management
Do you have what it takes to manage your money? To successfully manage a portfolio – any portfolio – you need to possess the “three T’s” : time, temperament and training. TIME Isn’t time always the bottleneck? You can’t be a successful investor without committing a certain amount of time to the task. If you’re […]
The Who, How, What and Why of Portfolio Management
Today I’d like to talk portfolios, but before we do let’s get some numbers on the table: There are almost 8,000 different mutual funds in the U.S. to choose from, along with over 1600 Exchange Traded Funds (ETFs) and another 6,000 individual stocks for those investors crazy enough to pick individual stocks. You’re not really […]
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