Investing

Scarcely a day goes by that I don’t receive a call or at least two emails from somebody trying to sell me a Liquid Alternative mutual fund. Thankfully, only one of my clients has come to me saying “I’ve GOTREAD MORE

Our client portfolios have benefited from diversification as a wide range of asset classes had positive returns for the quarter and many of the funds we hold performed fairly well. Notably, international stocks led large U.S. stocks, even with currencyREAD MORE

I meet with a lot of people who are looking for financial advice. Their needs and financial knowledge vary greatly. And yet, it amazes me how rarely I am ever asked five simple, straightforward and utterly critical questions, which willREAD MORE

In 2014, the S&P 500 Index of the stocks of the 500 largest U.S. companies rose 14%. Outside the U.S. it was a different story: the MSCI Europe, Australasia, and Far East (EAFE®) Index of foreign stocks fell almost 5%READ MORE

The S&P 500 Index of large U.S. companies gained 14% for the year. On the other hand, U.S. small company stocks dropped more than 13% from their summertime high through mid-October and ended the year up only 5%. Outside theREAD MORE