Category Archives: Investments

An Investment Average of 10% won’t Guarantee Success

An Investment Average of 10% won’t Guarantee Success

An Investment Average of 10% won’t Guarantee Success I saw a great advertisement released by my office’s parent company today; I have never released what my office’s parent company is…and I am not about to start now! Notwithstanding my obsession with privacy, I couldn’t get over this info and felt like I should share. Each portfolio hasContinue Reading

For Most Investors Diversification is Key

For Most Investors Diversification is Key

I felt horrible today as one of the planners who works in my office brought up a client we worked on 2 years ago.  As I have explained in the about me, I am back office support for a lot of fee based and commission based financial planners. This particular client came across my deskContinue Reading

Beware of the Emotional Herd by Wade W. Slome

We are living through unprecedented times in our economic history and the urge to give into the all-consuming panic spreading across the airwaves is very tempting. Unfortunately, succumbing to the pressures of following the herd produces suboptimal investment returns over the long run. The appropriate tactic is to invest objectively and independently, not emotionally. OrContinue Reading

Is Social Security Income an Asset? NO!

Is Social Security Income an Asset? NO!

I just read a very interesting article on Wall Street Journal Personal Finance Section, titled “Save Your Nest Egg, Hold on to Stocks” written by Mr. Zweig.  The article surrounds the idea that since your Social Security income stream can be turned into a present value number equivalent to a bond/annuity that it should countContinue Reading

An Interesting Proposal – An Investment Club

An Interesting Proposal – An Investment Club

It is funny how sometimes someone brings up something you were thinking about – probably has something to do with “mind-mend” (Break up Reference – anyone? anyone?).  Well, lately I have been thinking about setting up some sort of non-qualified (i.e. not retirement $) investment schedule.  What is stopping me? That stupid stupid debt meterContinue Reading