Between the late-February market selloff due to Coronavirus fears and the record highs achieved in January, I’ve spent a lot of time this year fielding questions about whether it might be time to pull out of the markets. Surprising, right? But both rise in performance and a drop in performance can spark the same kinds […]
Archive | Individual Investors
The True Evolution of Investing: Personalized Customized & Tax efficient
One of the major benefits of being an independent advisor is the ability to evolve and enhance my clients’ investment strategy choices. At the Bradford Pine Wealth Group (BPWG), we’re always on the lookout for more effective ways to offer my clients personalized, risk managed, and tax sensitive portfolios. As an independent advisor, I’m not […]
How to Choose the Best Financial Advisor For You! Looking for a top advisor in Long Island, New York, or Nassau County? Take 10 minutes to read this.
Like anyone in business, I’d like to think that I’m at the top of everyone’s list of potential wealth advisor. But the reality isn’t that simple: working with an advisor is a two-way street, and the most successful relationship is one in which your needs and preferences are compatible with the business of the person […]
2 Reasons to Have Dividend-Paying Value Stocks in Your Portfolio
It’s no surprise that I’m a big proponent of diversification and having many different asset classes in my clients’ portfolios. Diversification is useful for a reason: it gives you the chance to participate in the growth of different asset classes while hopefully minimizing the risk that a downturn in one sector will wreak havoc on […]
Here’s My Crystal Ball When it Comes to Investing
Imagine you were able to look into my crystal ball and see: a major terrorist attack on US soil, we come close to a complete financial collapse in our banking system, panic over a terrifying disease, a drop in the market of almost 40 percent, and the unfolding of the worst oil spill in history, […]
The Four Financial Behaviors that are Sabotaging Your Portfolio
There are a lot of things you can do right in investing, and there are a lot of things you can do wrong. In the 22 years I’ve been an advisor, I’ve learned that much of the work of providing wealth advice is understanding the psychology of my clients. A lot of what I do […]
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 […]
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) .
Managing Market Volatility: Seeking a Little Stock Market Advice Right Now?
We are all aware of the volatility in the markets. 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 such newsworthy times, it’s […]
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, […]