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Archive for the 'Wealth Management Practice' Category

It’s all a matter of trust: in your Financial Advisor

Friday, October 5th, 2012, by

This will probably strike you as a shameless promotion for my wealth management practice, but that’s ok by me.  After all, this is the way the public now views fee only financial planners and wealth managers. I’m referring to the news article I found in Investment News (the issue of September 24, 2012) entitled “Advisers […]

Multiple Streams of Income: The Ultimate Hedge

Friday, March 23rd, 2012, by

Perhaps it has happened to you too.  That vague sense that you may have reached the point of diminishing returns on your primary source of income.  Maybe you’ve put all your eggs in one basket and find that no matter how closely you watch the basket, the rewards are no longer equal to the time […]

Your Best Market Bet-Shorting the Individual Investor

Friday, March 2nd, 2012, by

Mark Twain said it best. A cat that has once sat on a hot stove, will never again sit on a hot stove.  Or a cold stove…for that matter. Which will go a long way towards explaining investor sentiment in the face of our three year bull market recovery from the crisis lows of March […]