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...
by admin | Sep 11, 2015 | Archives
Despite how it is spent, a dollar is simply a dollar. Except it’s not. For most people, knowing where a dollar comes from or where it is kept can make the difference in how that particular dollar is spent. In the 1960s, Michael Landsberger, an economist with the Bank...
by admin | Sep 10, 2015 | Asset Change, Investing Fundamentals
When you aren’t accustomed to doing it regularly, choosing what to invest in can be difficult. Heck, try investing routinely and you will see that it is never an easy boat to row. If you don’t have a substantial idea of what to invest in your 401k, how can you...