Posts Tagged "Risk"

2015 Market Review and 2016 Outlook 314 x 314

2015 Market Review and 2016 Outlook

2015, What went wrong, what went right, and why? Domestic Stocks The S&P 500 had a nearly flat year in 2015. According to Liz Ann Sonders, Chief Investment Strategist, Charles Schwab, here are some of the reasons for the lack
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Investment Returns 314 x 314

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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Tulip 314 x 314

Tulip Mania!

I was over my parents a few weekends ago, while I was in the basement I stumbled across an old book that I read when I first started in the wealth management field back in 1998. The name of the
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Notebook 314 x 314

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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Building Your Perfect Portofolio 314 x 314

Building Your Perfect Portfolio

Welcome to another great video in our Education Series. Please remember to subscribe to our YouTube Channel. In this video we will be discussing how to build your perfect portfolio using math to pinpoint your exact risk tolerance.  We use an award
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