In her blog, “Year-End Financial Checklist: 7 Tips to End on a High Note“, Jaclyn Jackson highlights seven important actions that will help you to get maximum value from your securities portfolio. Depending on your individual circumstances, you might be able to employ all of these excellent suggestions. I would like to expand on a […]
In my email of 8/24/15 to my clients, I indicated that the market’s volatility could persist for the short term. Two months later the market appears to have “formed a bottom”, and we may be on our way to reaching the trend line of long-term market growth. What Does This Mean to You? I feel […]
That depends on many factors, including your time frame, and the types of stocks that are part of your portfolio. Many retirement planning calculators project a portfolio’s future value based on historical returns. However, please remember that past performance is not a guarantee of future results, and it is always good to question such assumptions. […]
Recent Concern Many investors are concerned about the recent, inevitable rise in interest rates, which has caused some holdings to experience a short term, sharp drop in value. Expert Opinions A number of experts have recently spoken on this matter. Here are some of their thoughts: Tom Brakke, an investment advisor who specializes in the […]
If you’re like most people, you probably evaluate your investments based on their return. However, return isn’t the only factor you should consider…also important is the amount of risk you accept in pursuing those returns. The term “risk” is often understood to mean the risk of loss. However, a portfolio is generally a means to […]
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