Investors, Check Your Frame of Reference to Avoid this Risk

Real Risk to your Portfolio isn’t the Ups and Downs When it comes to investing in the stock market, the risk that everybody talks about is the ups and particularly the downs, the bearish periods when the market falls dramatically and keeps falling for months or even years. (Think 2000–2002 or 2008–2009.) The real damage […]

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Volatility is Up. So What?

Professional investors know something that most people find impossible to believe: that the threat of scary ups and downs in the markets is by far the best friend of the long-term investor. Why? Because over the long term, stocks have provided returns far higher than bonds or cash. If it weren’t for the occasional dizzying […]

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When it’s Time to get Serious About Getting Financial Help

When making any major decision, it is important to know when to seek professional advice. With financial decisions in particular, an expert can be critical given the number of options available today. Here are a series of scenarios when it may make sense to get help. You own a business Among the biggest mistakes business […]

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The Sky is Falling, the End is Near, and Other Forecasts

Originally published in the North Bay Business Journal March 9, 2014 marked the five year anniversary of the U.S. stock market recovery from the 2008 financial crisis and global market meltdown.  As with all stock market recoveries, the last five years were full of predictions and expectations by many market “experts” who continually challenged this […]

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Hidden Rays of Hope in the Gloomy Summer of 2011

By any reasonable measure, the past three months have been among the most aggravating quarters on record for the investment markets. The debt ceiling debate, constant dithering in Europe over whether or not Eurozone members should be allowed to default on their sovereign debt, partisan bickering, the downgrade of U.S. government debt, continued unemployment, and […]

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