By Kelley Muhsemann Marketing Manager With Halloween quickly approaching, we thought it would be fun to sit around the virtual campfire, and talk about certain aspects of finance that some folks find particularly spooky. Don’t be too frightened though! We’ve also come up with solutions for these scary situations to help you overcome your financial...Read More
By: Steven M. Rogé, MBA, AIF® Director of Research and Portfolio Management Going back thousands of years, one of the very basic ways to measure was done using a Balance Scale. Simply knowing the weight on one side and loading up the other side of the scale would give the weight measurement of an item....Read More
“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...Read More
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...Read More
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...Read More
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...Read More
“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...Read More
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...Read More
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...Read More
