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...
by admin | Jul 30, 2015 | Archives
I have had more than one alarmed call recently-What should we do? Should we sell everything and buy gold? Is the market going to crash this fall? What are we going to do? I have a few clients who, impervious to the fear and greed that sidetracks most investors, call...
by admin | Jul 20, 2015 | Archives
Discipline — whether in stock investing, training for a race, or studying to complete an exam — can determine the rate of success or failure. Whether using value investing, momentum, or asset allocation, we attempt to apply these facets to achieve...
