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Category: Investments

To Lose Patience Is to Lose The Battle

April 11th, 2022|

When I think about these first three months of 2022, the word patience comes to mind. The recent two-year anniversary of Covid-19 hitting our shores reminds me of the havoc and disruption that the pandemic imposed on our lives, but more importantly how so many people overcame the hardships [...]

A Tough Time For Fixed Income Investors: Time to Abandon Ship?

March 26th, 2022|

Core bond investors have experienced one of the worst starts to the year ever, potentially calling into question the validity of bonds in a portfolio. Despite the poor start, the value proposition for bonds has not changed much. Moreover, with yields on most fixed income markets moving sharply higher, [...]

When is a “Too Good to be True” Financial Strategy Truly Good?

June 22nd, 2021|

Every Now and Then, “Too Good To Be True” Should Not Get a Bad Rap! In my role as a wealth manager, financial firms regularly approach me to discuss planning strategies or investments that they promote as innovative and unique. Most of the time, I find that they are [...]

When Is a Terrific Investment Not So Terrific?

May 24th, 2021|

Maybe you are a professional who has worked for one or just a handful of companies over a long and successful career. During that time, you have been a diligent saver and investor and now find yourself with what some people would view as a “first world” problem. While [...]

Are Value Stocks Poised for a Comeback?

April 24th, 2021|

Growth stocks have dominated the market for the last decade, led by tech giants and other fast-growing companies. While it's possible this trend may continue, some analysts think that value stocks may have strong appeal during the economic recovery.1 No one can predict the market, of course. And past [...]

Could Inflation Deflate Your Mid Life Career Pivot?

March 25th, 2021|

The Possibility of Higher Inflation Rates What’s up with inflation? Over the past several weeks, you have probably noticed widespread news coverage about the risks of rising prices in 2021 and ultimately higher inflation rates potentially for years ahead. The recent publicity about higher prices has been as sudden [...]

Should You Still Worship the Church of Investment Diversification?

December 28th, 2020|

If investing were a religion, one of its most profound teachings would be the gospel of diversifying your investments across the broad spectrum of asset classes. Academic research and investment history have demonstrated that this kind of investing potentially reduces portfolio risk, while allowing investors to participate in the [...]

Is Now a Good Time to Consider a Roth IRA Conversion?

December 3rd, 2020|

This year has been challenging on many fronts, but one financial opportunity may have emerged from the economic turbulence. If you've been thinking about converting your traditional IRA to a Roth, now might be an appropriate time to do so. IRA Conversion Basics Roth IRAs offer tax-free income in [...]

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