Posts Tagged ‘fee-only’
Who 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:…
Read MoreFinancial Pornography – Why Your TV is Bad for You
2018 has started out super volatile. And the press is bringing up memories of 2000 as well as 2008-2009. They are asking us to “remember” these bad times and offering that we may be in line for something similar in the not too distant future. Two thoughts on this: Maybe. And “So What?” Markets will…
Read MoreThe Sky is Not Falling! – Avoiding Chicken Little Behavior in Investing
The first four months of 2018 have been very volatile when it comes to investing. That has brought some folks to the forefront who are suggesting that the market is dangerous, and that you need to get out of it to avoid future losses. Basically, the argument goes that near-term volatility is a good surrogate…
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