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...
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...
Correcting Excesses Last month, on July 4, I wrote a piece for my website entitled, “How Long Can This Go On?” The post looked at the extreme outperformance of large growth stocks versus the rest of the market and showed that the outperformance was huge and with a...
We recently through an experience that I think might provide some practical financial lessons for you I knew the crawl space under our house was somewhat damp, especially after a rain but somehow even knowing a good bit more than the average homeowner about...
Bitcoin this year is up 72% and in the last 15 months, it is up over 330%. Should you invest in this cryptocurrency? What is It? Most people buying bitcoin or a proxy for it could not give you a good definition of what they’re buying, and I understand because digital...
Because large losses are so damaging to long-term returns, market timing to avoid them has a lot of appeal. It seems intuitively correct that when stock market indexes go to extremes they come back to normal and often swing the other direction before going back...
