by admin | Sep 29, 2015 | Archives
As market volatility increases, you hear more and more experts weighing in on what you should do, when you should do it, and where the market is heading. A pundit is defined as an expert in a field who gives his opinions to the public. In contemporary form, let’s look...
by admin | Sep 28, 2015 | Investing Fundamentals
Helping people fulfill their goals and accomplish their dreams is a wonderful profession to be in. In my career, one of the primary areas of focus is retirement. Clients are continually asking if and when they can retire and how long they can go before they will run...
by admin | Sep 23, 2015 | Capstone
Money can be an influential tool at times. I learned the power and the utility of money in college, about as far away from the university and campus as you can imagine. We were on a road trip in the Rocky Mountains and our car had broken down. Adding to the pressure,...
by admin | Sep 21, 2015 | Investing Fundamentals
There have been numerous times in this presidential cycle where Donald Trump has said something and I’ve cringed. A political analyst that I was listening to recently said it best — Donald Trump is an astute business operative, but with the remarks he makes, do...
by admin | Sep 18, 2015 | Capstone, Investing Fundamentals
Financial risk is associated with the permanent loss of money. In order to measure the amount of risk a client is dealing with, advisors use maximum drawdown to measure the largest single drop from peak to bottom in the value of a portfolio. It also helps to offer...
