Posts Tagged "Investing"

Do We Focus Too Much on Returns?

When you’re thinking about investing money do you focus too much on the historical trailing returns of the investment you are researching? It is ok if you do it, guess what I do it also! The real question is should
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Top 11 Questions For Investors

I often find that many investors do not know the answers to many of these important questions.  Here is your guide to understanding your investments; What are the overall objectives of the portfolios? What fees are you paying? How are
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Wealth Management for the “Real World”

When I work with clients, whether new clients or existing ones, I often say there is wealth and investment management for the classroom, and wealth and investment management for the “real world”. When discussing this, I always show the following
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