I’m excited to announce that I’ve put together some video-like presentations on my company’s website discussing how we’re helping some clients with income focused portfolios battle low interest rates. In my opinion, this is probably the smartest way to generate income today. It’s certainly the most flexible approach which comes in handy when markets get…
Know Thy Investment Professional
If the financial industry seems confusing, it’s because it’s made to be on purpose! It’s the combination of complex, structured products and endless amounts of legal regulations and disclosures that they know people never read. It’s so daunting it can make your head spin! I understand how complicated the financial industry is for everyone not…
Exhibit A…
From the front page of CNBC this morning: Click here I love her movies but excuse me for not taking investment advice from her… This bull market could very well continue for some time but it’s usually not a good sign when inexperienced people (her words, not mine) start jumping into the game. Nick
Stock Valuations & Perception
I would classify my approach to investing (and managing other’s investments) as a value investor. I’m always looking to cycle out of overvalued investments and into undervalued ones, in terms of my expectations of the economy and markets moving forward. If I can’t find decent value, contrary to most professionals in the financial industry, I…
Roth 401(k), anyone?
Earlier this week, I learned of another useful piece within The American Taxpayer Relief Act of 2012 – AKA the bill that averted the fiscal cliff. Congress has now made it easier to convert funds within your company 401(k) plan from Traditional to Roth status. Prior, only participants with access to the funds penalty…
Follow the Money
One of the most overlooked factors of successful investing is to follow the flow of money. A general rule of thumb is that you always want your investments denominated in currencies that are appreciating. If you don’t pay attention, investment gains can be negated by currency losses. With nearly every country in a race to…
Fiscal Cliff
(Unfortunately this is one of those boring yet important posts…) At this point I’m sure everyone has heard that Congress struck a deal. And boy did the stock markets around the world react positively. It’s crazy how quickly things can change with the stroke of a pen! We’re not out of the woods yet though. …
Wish you had more control of your investment outcome?
If you’ve been following the economic news the past few weeks, you’re probably as sick as I am of hearing the term “fiscal cliff.” Last week Congress says they’re making progress and the stock market rallies. Today they say they’re not happy because of the lack of progress and the stock market immediately tips over. …