Client Communications

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 […]

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.

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 […]

Imagine if this cycle of volatility and chaos ended just as all previous cycles have in the resumption of opportunity and growth, which surpasses all in the past. Just imagine.

The media loves disruptions and works very hard to elevate turmoil to keep the public interested in their reporting.

Simply put, diversification is the conscious decision to not achieve the highest returns in exchange for not achieving the lowest returns. This is an emotional decision that is tested to its limits during extreme up and down periods. Those whose conviction holds true are ultimately rewarded in the end.

…allocating assets between proven investment managers coinciding with your needs and goals, helps us through these cycles while avoiding emotional decisions.