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Businessman Bouncing Over Stock Chart

Four Tips to Handle Stock Market Volatility

In the wake of the recession in 2008 and the recent economic turmoil in Europe, market volatility is probably a term you’ve become quite familiar with. After the relative calm of the early 2000s, the sometimes violent daily market movements we’ve seen recently have repeatedly stressed and worried even the most experienced investors. In this [...]

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Volatility

Market Volatility and Your Emotions

Market Volatility and Your Emotions When dealing with a volatile market, sometimes the most difficult challenge is to manage your emotions. If you decide you need to re-examine your game plan, it should be done with… (Read More)     .

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daze

Managing Market Volatility: Seeking a Little Stock Market Advice Right Now?

We are all aware of the volatility in the markets the past few weeks. From July 22 to August 11, 2011, the S&P 500 was down as much as 18% intraday and closed down almost 13%, in that time period. The market news has focused on U.S. government debt and the unfolding financial crisis in Europe.  In [...]

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Risk

Using Alternative Investments to Minimize Left Tail Risk / Black Swan Event

In June of this year I had the pleasure of attending an investment conference, where such illustrious speakers as former President George W. Bush, former British Prime Minister Gordon Brown, and Bill Bellichick, Head Coach of the New England Patriots, shared their worldviews. Financial professionals from across the industry also shared their views and ideas, [...]

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Powerful steps

Powerful Steps for Any Investor: From IRA Rollovers to Financial Planning

Congratulations! By reading this article you’re taking an important step in your financial life, one that your future self will probably thank you for in twenty years. In helping clients, I’ve found that there are many unique issues that people face every day, but there are also a lot of situations that apply to most [...]

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Roulette Wheel

Managing Your Downside Risk is a Must!

As an investor, you probably hear a lot about risk. Phrases like “risk tolerance” and “risk profile” are part of the usual investment discourse, but when it comes right down to it, you may not be aware of how powerful it is to actively pay attention to the risk parameters of your portfolio. Of course, [...]

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Investor Psychology

Time to Reset Your Mind: Managing Your Financial Emotions

Behavioral finance studies peoples’ psychological tendencies when it comes to financial decision-making. A big part of this research focuses on investing mistakes. For the everyday investor, having a greater understanding of psychology can help you to break bad habits and thought patterns. What makes our usual financial psychology dangerous is that it comes so naturally [...]

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Institutional Investing for the Individual Investor

Institutional Investing for the Individual Investor

In my continuing effort to improve the financial well being of my client’s, their families and you, I would like to share my best thoughts and thinking on how to invest in this complex and ever changing economic environment.

Looking back over my 17 years of experience in the financial services industry, I believe right now is one of the most tumultuous environments for individuals looking to invest in the financial markets. The major indices have shot up 60+ % from their 2009 lows. Money markets yield very little as short term interest rates hover around zero. Gold has recently reached all time highs while the dollar was hitting lows. Unemployment hit double digits for the first time in many years and the Federal Government is spending money like there is no tomorrow. This economic data simply begs the question what is an individual investor to do?

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