SHOULD YOU INVEST IN ALTERNATIVE INVESTMENTS? Institutions invest far more in alternative investments than individuals do. I put investment advisors into three categories with respect to alternative investments (alts). No Alts – Some advisors stick strictly to...
The stock market this year has been fixated on President Trump and his announcements on tariffs. Nothing shows this more plainly than the above chart that demonstrates that stocks have moved almost in lock step with tariff announcements. That’s because...
Evaluating a Financial Professional – Red Flags When evaluating a financial professional such as those working for brokerage firms, financial planning firms, insurance companies, or independent advisory firms, how do you know if a financial pro is any good? Are there...
Trouble in Paradise At the beginning of the year, they stock market was off to a good start, unemployment was low, a new president was in office trying to reduce government waste and overregulation, and the Federal Reserve was lowering interest rates. We saw the...
It’s Time to Travel Overseas My wife and I used to do a lot of overseas travel and we passed that bug along to our youngest daughter, but in the last few years we’ve done trips in the U.S. The same could be said for my investment allocations. I have not had an...
