The Basics of Stocks and Bonds. When meeting with new clients to work through the process of taking inventory of what they own, my primary concern is in seeking their knowledge and understanding of what they own and why they own it. Clients often speak in general terms about how […]
Understanding Investment Risk Hands down, the fourth quarter of 2008 and the first quarter of 2009 were trying times for those of us who were invested in the capital markets. While we tried to constrain our range of emotions, I remember thinking and sharing with my clients that the only […]
The Challenge of Expectations. Nothing in life has more potential to create emotional frustration than the erroneous expectation that something will occur in the future. Take the word “perfect”. Has something ever been touted to you as being “perfect”, only later to be extremely disappointed? Personally, I limit the use […]
Understanding the Financial Services Industry If there is one industry that can be a very confusing, it is the financial services industry. Over the years, I have had the misfortune of witnessing firsthand the consequences of poor financial decisions made by the public based on recommendations by those active in […]
