We are about halfway through 2017, and that new year shine is wearing off. This is a good time to check up on the changes you made back in January. Looking at your progress helps you keep it going, and that goes for diets, habits and even your investments. If you made changes to your […]
Why Risk Tolerance Matters
The market crash of 2008 has left many people wondering why they should bother investing at all. 401k balances were devastated and their dreams of retirement felt out of reach. For some, dreams actually turned into nightmares. The bad taste has had […]
Active vs. Passive Investment Management
Active or Passive Investment Management There is an ongoing debate in the investment world about the best approach to investing; “active” or “passive.” I mentioned in my blog a few weeks ago that investing should be boring and made the case that very few people can actually beat the market. With all the information out […]
Do You Have an Investment Policy Statement?
In my last post, I mentioned the use of an Investment Policy Statement. But what is it and why should you have one? Let’s start out by describing what one is. An investment policy statement is a written document between an advisor and a client that outlines the client’s investment goals and objectives. It […]