Initial public offerings (IPOs) often attract initial public interest—especially when familiar brands become broadly available to investors for the first time. In recent months, investors have had the opportunity to buy shares of ride‑hailing networks Uber and Lyft, workplace productivity … [Read more...] about IPOs: Profiles Are High. What About Returns?
The key to successful investing and golfing is determining when risk is necessary to accomplish your goals and when it is not. As I watch the phenomenal professional golfers tend to their craft this summer, I thought of the similarities that risk has in both pursuits. Watching the different … [Read more...] about Golfing and Investing: Risk trade offs
Over the course of a summer, it’s not unusual for the stock market to be a topic of conversation at barbecues or other social gatherings. Occasionally, a neighbor or relative might ask about which investments are good to buy now. The lure of getting in at the right time or avoiding the next … [Read more...] about Timing Isn’t Everything
40 Years ago this week, Newsweek had one of its most infamous headlines: "The Death of Equities: How inflation is destroying the stock market". This was the cover headline August 13, 1979. The financial media and media in general are always trying to project fear into investors and this … [Read more...] about The Death of Equities – Re-visited
Investment opportunities exist all around the globe. Across more than 40 countries, there are over 15,000 publicly traded companies. If you listen to the news, however, some countries may seem like better places to invest than others based on how their economies and stock markets are doing at … [Read more...] about The Randomness of Global Equity Returns
Where does the time go? As a look up in the summer of 2019, I realized that I’ve been working full-time in the financial services arena for 34 years. I’ve been specifically handling financial planning for individuals for 23 years. When I first started financial planning, I thought the job was … [Read more...] about Trust can Overcome Fear