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 […]
Archive | Individual Investors
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, […]
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 […]
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 […]