Posts Tagged ‘fee-only’
Quarterly Market Review – Fourth Quarter 2019
Once per quarter, we roll up our sleeves and take a deeper dive into what’s happened in the stock market. Take a look at the attached presentation if you’d like to view the recap for Oct – December 2019. (Includes the 2019 Annual Review)
Read MoreHow to Get Goals Back on Track
What do you do when you realize you’ve lost focus? Not making progress on your goals? Here we offer some solid advice for getting those goals back on track!
Read MoreWho Benefits from an IPO? (Hint: It’s NOT the Investors!)
Are you thinking about jumping in and investing in the latest “initial public offering”? Here’s why I advise you to say NO to the IPO.
Read MoreTiming Isn’t Everything – Why I’m NOT a Fan of “Tactical Asset Allocation”
In spite of all the evidence to the contrary, many people continue to believe they can time the market. Read on to find out why I see these folks making a HUGE mistake.
Read MoreQuarterly Market Review – Second Quarter 2019
Once per quarter, we roll up our sleeves and take a deeper dive into what’s happened in the stock market. Take a look at the attached presentation if you’d like to view the recap for April – June 2019.
Read MoreQuarterly Market Review – First Quarter 2019
Once per quarter, we roll up our sleeves and take a deeper dive into what’s happened in the stock market. Take a look at the attached presentation if you’d like to view the recap for January – March 2019.
Read MoreQuarterly Market Review – Fourth Quarter 2018
Once per quarter, we roll up our sleeves and take a deeper dive into what’s happened in the stock market. Take a look at the attached presentation if you’d like to view the recap for October – December 2018.
Read MoreQuarterly Market Review – Third Quarter 2018
Once per quarter, we roll up our sleeves and take a deeper dive into what’s happened in the stock market. Take a look at the attached presentation if you’d like to view the recap for July – September 2018.
Read MoreQuarterly Market Review – Second Quarter 2018
Once per quarter, we roll up our sleeves and take a deeper dive into what’s happened in the stock market. Take a look at the attached presentation if you’d like to view the recap for April – June 2018.
Read More9 Key Questions for the Long-Term Investor
Often times individuals approach me about my “thoughts on the market.” Rarely do I provide them with the “silver bullet” that they are looking for when they ask. That’s because, in my opinion, there is no such thing. There are, however, some key questions that I believe all investors should ask. Nine such questions are:…
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