Whether you are interviewing a potential new financial advisor or meeting with your current advisor, these five questions are key to determining if this advisor and their firm are working for you, or for the broker-dealer. Question one: Does your advisor or firm have any “revenue-sharing” arrangements with any insurance or fund company? This is […]
Six Questions for your Financial Advisor Read More »
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More times than not, assessing a potential new client portfolio, I see a mix of mutual and exchange traded funds. Some of these are managed mutual funds that carry a high expense and some low-cost exchange traded funds, typically to cover the bond allocation. The question to my potential new client is rhetorical in the
How to Assess Risk Read More »
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With the pandemic in full swing and people hypersensitive to any news related to Covid 19, there are many people who have been laid off, furloughed or just out of work. While it is hard to find anything positive with the business closure and what I fear to be devastating to our economy in the
Looking for the Silver Lining Read More »
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I first heard it referred to as “socially responsible” investing, then it became “impact investing” or “green” and several other ways that I want to refer to as “principled investing”. Speaking with many investors gives me insight as to what their objectives are when investing their money. Often times they come in my office with
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The global equity and debt markets continue to rise, and fall based on the news of the day around Covid-19 and oil. Like many readers, I listen to the news and watch the briefings in the afternoon regarding information of how this global pandemic is affecting our day-to-day lives, our economy, our physical and emotional
We are in Uncharted Waters Read More »
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So far, we are a few weeks into a market correction that has swept across all asset classes including stocks, bonds, metals, real estate and really anything that is bought and sold. When fear hits the marketplace, most investors want to sell and move to cash. This is very understandable when you see that relatively
Reading Market Behavior Read More »
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March 9th, 2020 marked the 11th anniversary of the bull market that has ended. Just like I have written about in the past, everything regarding the economy and the markets seemed to be full steam ahead. But just like October 1987 the decline sort of blindsided everyone. The fear in the markets feels a lot
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March 9th, 2009 was the beginning of an 11-year bull market in stocks. On that day, I was sitting in front of my computer in my office, at the time in Conway, New Hampshire. There was panic in the markets, the S and P 500 index hit 667, before turning up that day. That was
End of the Bull Mark Read More »
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The equity markets had gotten ahead of themselves over the last couple of months. What I mean is that while the overall economy was still in good shape, the stock market was trading above its expected average growth. So, picture a left to right ascending line that represents the expected growth of the S and
The Market Always Finds an Excuse Read More »
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I recently had client who is bringing more money into his account. This money was already earmarked for equities(stocks) in his portfolio because his fixed income portion, in other words his “bonds,” is already providing income and working fine. He is aware that the equity market is pricey, and I tend to not want to
Putting It Together Read More »
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