Topics
Topic:
Wealth Management and Financial Advisors
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Dangerous Measures: The Fine Art of Calculating Returns
The person responsible for translating the math chapter of my book, Wealth Management, into Japanese told me, “You give me much headache.” Welcome to the math chapter. Okay, class, today we’re going to be discussing one of the most common activities for financial planners, namely, the calculation of investment returns. Accounting in some measurable way…
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Tech Stocks Are Soaring One Day, Plummeting the Next. Here’s How Investors Can Cope
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Evensky & Katz / Foldes
“If the recent volatility has you reaching for Tums, you’re doing it wrong,” says Brian Fischer, a financial advisor in Miami with Evensky & Katz. “It’s time to rethink your investment. You may want to reduce the size. Investing when your mind isn’t right leads to poor decision-making.”
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When clients want to ride out the rest of the year in cash
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Evensky & Katz / Foldes
“For folks that need cash, we’re proactive about having that set aside,” said Brian Fischer, senior financial adviser at Evensky & Katz Foldes Financial. “But what is in the market is money that will be needed over the long term of the next 15, 20 or 30 years.
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‘What a Great Company! I’ll Buy the Stock!’ How to Decide If You Really Should
If you’re managing your own portfolio, there are temptations that can lead you astray and cause you to veer away from the investment strategy you’ve settled on, and cost you a lot of money. For example: sooner or later you’re bound to hear a story about a company that’s headed for success—a great investment. The…
