Risk

The Times They are a-Changin’ | By: Ron Rogé

“Come gather ’round people Wherever you roam And admit that the waters Around you have grown And accept it that soon You’ll be drenched to the bone If your time to you Is worth savin’ Then you better start swimmin’ Or you’ll sink like a stone For the times they are a-changin’.” These lyrics, by...
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With Stocks Soaring, Is it safe to Return to the Market? | By: Ron Rogé

SOME STRATEGIES TO EASE ‘EQUITY ANXIETY’ I have a good friend who lives in Great Britain who is also a financial adviser. I was speaking with him several weeks ago and asked how his business was doing. “Ever since the FTSE [the British equivalent of the Dow Jones Industrial Average] went over 4,000, business has...
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Why Gold?….Why Now?

At a recent Investment Management Committee meeting we were discussing the importance that gold plays in our portfolios.  Over the past year, many clients have asked if we had exposure to gold.   To their surprise, we let them know that we have always maintained exposure to gold in our portfolios via investments in several mutual...
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Portfolio Strategy

Portfolio Strategy We just completed a series of Investment Committee (IM) meetings to review our portfolio strategy.  We started with a view of the world’s investable capital and how it is distributed.  The purpose of this exercise is to become more informed on the changes to the relative size of the various markets and to...
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The Real Problem with the Market – Lack of Growth and Leadership

“You will never be a leader unless you first learn to follow and be led” Tiorio Recent market volatility is being attributed to many things.  Some true and others are pure speculation. The problem is not the problem, the problem is that our politicians don’t know how to think about the problem.  So here is...
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S&P’s Downgrade of Long Term U.S. Debt

The Standard and Poor’s (S&P) downgrade of long-term U.S. debt from AAA to AA+ is sad, but it is not news.  Everyone already knew we were in trouble and to act surprised is unjustified. Now we and our politicians can no longer deny it.  It’s official, which may be good for us long-term.  While the...
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A Goal in Search of Leadership

Our elected leaders in Washington, D.C. are playing a dangerous game of chicken. They are making everyone nervous about the deadline (August 2, 2011) for extending the debt ceiling. While every expert on the subject, including Congress, knows that the only solution is to raise the debt ceiling, they are using this to score points...
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How to Solve the Deficit Problem in the U.S.

I’ve been giving a lot of thought lately about the issues facing our country, particularly the financial dimension of government.  Following the release of the Republican budget proposal authored by Rep. Paul Ryan, President Obama’s subsequent response and the recent downgrading by Standard & Poor’s of our country’s economic prospects, I thought I would share...
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Events in Japan and the Middle East

Recently we have had conversations with a few clients about making changes to their portfolios due to the current events in Japan and the Middle East.  Our advice is not to make changes based on current events.  One should only revise their portfolio if their goals or personal circumstances change. A good friend of mine...
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