Tag Archives: investment

Got GIPS?

Posted on June 24, 2014 by

An investor, fiduciary, and plan administrator walks into a bar on Wall Street. He wakes up an hour later with a huge bump on his head and his wallet gone . . . Ba dum-cha! I know, bad joke. When is … Continue reading →

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How to Invest During a BULL MARKET

Posted on April 18, 2014 by

Don’t miss the lesson of the last crash in 2008/9. If you’ve gotten older since then (if you’re reading this email, you likely did)… If you are currently seeing record highs in your investment balances (if you aren’t, call me)… … Continue reading →

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Mind Over Money: What’s happening with Gold?

Posted on October 1, 2013 by

And what’s the take-home message for investors? Gold, as I write this in early September, is at $1361.30 per oz. You can see by this 10-year chart that Gold has had quite a run. It may not be over. This kind of information … Continue reading →

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Myth 4 – The Cost of Investing

Posted on June 12, 2012 by
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