2005 was similar to previous flat market years when active management outperformed the static indexes. Small and midsized companies along with their international counterparts led the surge in prices versus the large companies.
Much of the success of these portfolio allocations will depend on the ability of the retirees to avoid the mass moves, by emotional and uniformed investors, out of the markets during a decline and jumping in at high points of euphoria. The selection of experienced portfolio managers along with disciplined asset allocation is vital to […]
Approximately 220 clients joined us to celebrate our 25th Anniversary. A 50’s theme party and BBQ Dinner at St. Clarence Pavilion set the stage for a fun filled evening!
Our first outing went so well that we decided to make it an annual event to raise money for charities in the community. Our 2nd Charity Golf Classic was held for the benefit of Matthew’s Lending Library, in fond memory of Matthew McCarthy.
The frenzy surrounding real estate investing is not much different than what occurred in the late nineties with the Dot.coms and day traders. Each time the popular trend surrounded a very hot sector over a relatively short period of time.
Following a less than spectacular first month of the year, February rolled back to bring the year close to even as measured by the Market Indices. This muddling along action is quite common after a year in which the equities rebounded nicely from lows.
Congress recently approved a tax relief package to extend three popular middle-class tax cuts over the next several years.
In honor of the memory of Gertrude Lesjak, we hosted a Charity Golf Outing at Red Tail Golf Club benefitting The Alzheimer’s Association.
As stock market gains return to their long-term norms, there are always those who are not satisfied and look for alternative ways to do better. Promoters are more than will to design strategies to attempt to do so and, more often than not, separate you from your money.
Continue to be smart with your money, methodically add to your investments if you are still in the growth mode, watch your debt since interest rates will most likely rise as the economy heats up, be wary of greed as market values increase and re-allocate some profits off of the big gainers to the other […]