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 has

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 desk

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. Or

Passive Income via High Yield Muni Bonds – Can’t do it YET

Passive Income via High Yield Muni Bonds – Can’t do it YET

I am obsessed with the idea of passive income, the thought that I could make money while sleeping truly excites me (does that make me weird? probably).  Well today I came accross a great article on the Wall Street Journal Personal Finance Site by Brett Arends titled, “High-Yield Muni Bonds: Time to Strike?” Mr. Arends