Enhance Today | Enrich Tomorrow
As mentioned in our previous blog post about the debt ceiling, we said that our long term fiscal problem is heavily influenced by two issues- taxation and health care costs. There is a school of economic theory that says that…
We all hear about how the US is going broke. Depending on the viewpoint or agenda of the source of what we hear, read or see, the cause of the federal government’s financial problems varies. Unfortunately, there is almost always…
An easily forgotten truth of investing is when prices are high, skies are sunny and when prices are low it’s stormy. In other words, successful long term investing involves turning cautious when things look good and aggressive when things look…
When it comes to investing, emotions are probably the single biggest obstacle to success for most investors. Since strong emotions often accompany politics, we feel it’s important to try and minimize politics when gathering our investment research and implementing investment…
Feeling a little nervous about the recent drop in the market? You’re in good company as it’s perfectly normal in this type of environment. In fact, we’d be surprised if the drop had not made you nervous as that is…
Morgan Stanley Smith Barney is now offering as much as 330% of a brokers annual production to join the firm. Click here to view the article from Investment News: “Morgan Stanley Smith Barney pumps up recruiting packages to lure top…
Bill Ramsay, CFP®, was recently quoted in the November 2009 Investment Advisor magazine.
Bill Ramsay, CFP®, recently participated in his third Triangle Business Journal roundtable event. The 2009 Financial Roundtable: Wealth Strategies was held at the Triangle Business Journal office on September 29th, 2009, with the full article appearing in the October 16th,…
There are two primary types of client relationships in the world of financial advice. The sales model represented by brokers and insurance agents versus the fiduciary model represented by Registered Investment Advisors.
The inherent problems and conflicts of interest with the sales model is why we choose to operate exclusively as Registered Investment Advisors.
All data is not created equal. This chart from Chart of the Day would seem to indicate that US stocks are more expensive and overvalued then they’ve ever been. The rest of the story is that the last 12 months of earnings…
