Topics
Topic:
Financial Literacy & Fundamentals
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Harold Evensky’s 2 Investing Strategies That Can Help Clients Now
Harold Evensky, 80, long saluted as “The Dean of Financial Planning,” created at least two well-known and widely adopted investing strategies.
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Do you really need that individual stock?
Individual stocks end up in portfolios for various reasons—possibly some speculation along the way, maybe inherited from a family member and kept for sentimental reasons, purchased many years ago and now with a cost basis so low that selling the stock would incur high taxes, or through acquisition of company stock options. We don’t recommend…
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Buyer Beware: What Do You Get From Your Advisor?
Although I have never been to Thailand, I have read that you cannot go more than a few feet in a typical town market without someone yelling, “same same.” It is the vendor’s way of telling you that what they offer is the same as everyone else, thus encouraging you to end your comparison shopping…
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Don’t Let Fear Drive Your Investment Strategy
Would you rather be in the market when it goes down or out of the market when it goes up? Me neither! In a perfect world, we would know how to get out of the market at the right time to avoid losses, then return at the ideal moment to capitalize on the recovery. Why…
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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, 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 tip…
