Investments
How do currency fluctuations affect investments?
How do currency fluctuations affect investments? Politicians have been promising to make America stronger long before Donald Trump was born. Sometimes these calls for strength are applied to our currency in the form of strong dollar policies. “Strong” sounds better than “weak.” Yet, President Trump has been vocal about his distaste for the Chinese efforts…
Read More4 Common Causes of Investor Disappointment
As we have taken on new clients over the years, many have come to us in part because their expectations regarding their investments were not met. It would be easy to simply say, “No problem. Our firm can do better.” But that approach is flawed because unless we can diagnose why the client’s expectations…
Read MoreWhy Many Mutual Fund Investors Get Poor Results
The personal finance media likes to celebrate people who have beaten the market – precisely because so few manage the feat. There is little mystery as to why this happens. No one can buy anything unless there is a seller on the other side of the transaction. All buys are matched with sells but because…
Read MoreWhat if this is a “bad” time to invest?
What if this is a bad time to invest? There are many things happening in the world today which one can be concerned about. The terrorist attacks in Paris and Brussels remind us there is evil in the world. On a more personal level, life can present a myriad of challenges. It is not…
Read MoreWhich presidential candidates will be good, or bad, for the markets?
We should all treasure our right to vote and exercise that right with great forethought. You, our clients, are intelligent, well-educated, patriotic Americans who want the best for this country. Many of you risked your lives or lost loved ones to preserve our democracy. This election is important. We are confident you will cast…
Read MoreWhy stay in one fund when another is performing better?
For the last few months, the dominant story in the financial media was predicting when the Federal Reserve would raise its target interest rates. On December 16th, it finally happened and the Fed announced a ¼% increase. Over the last several years, an increase in rates has largely been presented as some evil specter…
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