The recent turmoil in the investment markets might cause one to think that people have lost money this year in U.S. stocks. But in fact, most of the U.S. indices are sitting on double-digit gains, and the second quarter actually added … Continue reading
Blog
The Recent Market Roller Coaster
There are two kinds of investors in this world. One type pays close attention to the daily (and sometimes hourly) flood of information, looking for a reason (any reason) to jump in or out of the markets. The other kind … Continue reading
The Savvy Investor’s Chi
In many areas of life, intense activity and constant monitoring of results represent the path to success. In investment, that approach gets turned on its head. The Chinese philosophy of Taoism has a word for it: “wuwei.” It literally means … Continue reading
The Most Difficult Part of Financial Planning
In this age of ever-expanding technology, the data-gathering process for a financial plan has gradually become less complicated and intrusive. However, a great deal of hard work still falls on the shoulders of financial planning clients. People still have to … Continue reading
Deceptive Advisor Marketing: Manipulated Investment Performance
Deceptive Advisor Marketing: Manipulated Investment Performance Investment advisors have pioneered clever ways to make themselves look far better than they actually are. Some of these practices were recently exposed in “Debunking Deceptive Sales Pitches” published the Journal of Financial Planning. … Continue reading