Enhance Today | Enrich Tomorrow
This is one of the more common questions we hear about the amount of prospectuses, annual reports, etc. that our clients receive from their investment companies. Would you believe that this much disclosure could actually be bad for you? Especially…
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…
“I can calculate the movement of heavenly bodies but not the madness of men.” – Sir Isaac Newton In Jeremy Grantham’s latest quarterly letter, he profiled a story about Sir Isaac Newton in which one of the most highly regarded…
As you may have read or noticed on your end of year statements, small cap stocks were the top performing category for 2010. These stocks outperformed their large cap counterparts and gave investors with small cap positions a significant boost…
We are not even six months removed from a period when many economists were predicting we’d see a double-dip recession. During times like these, confidence of the average investor is incredibly fragile. But as Harvey Dent reminded us in The…
Bill Ramsay, CFP®, recently participated in his fourth Triangle Business Journal roundtable event. The 2010 Financial Roundtable: Top Triangle Investors Dissect the Market was held…
Want to have a little mindless fun? Try balancing the federal budget in ten minutes or less. Believe it or not, you can actually do this on an interactive web site created by the New York Times. There are two…
When you step back and look at the investment landscape, it is sometimes helpful to ask yourself if anything really IS different this time; to try to determine what has changed. The usual answers point to recent return gyrations: the…
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…
We work hard to build wealth for our clients while fostering an honest and open stream of communication about their financial situations. As a result, it is upsetting to us when we see deceptive marketing practices to sell investment products or promote undesirable lending practices.
