The U.S. stock markets have struggled mightily so far in 2016. This comes after 2015 individual company 401(k) retirement plan investment returns were lousy at best. At the current stage of this stock market cycle, every stock market investor who is motivated to sell...
The investment management concept of rebalancing can be found everywhere in the financial media. Most financial advisors can talk for several minutes, uninterrupted, about the merits of rebalancing. The recent stock market decline has coincided with the end of 2015...
We have all seen this example in Minnesota as we drive to work or to the grocery store. We have seen it on a four lane highway or on residential street. We have seen in cars that pass us or cars that we pass. The young driver is on their cell phone texting while...
All eyes will be focused on the 2016 NCAA College Basketball Tournament the next three weeks. The official kickoff to “March Madness” begins tonight in Dayton, Ohio. Every year the most casual college basketball fan is forced fill out a tournament bracket at his or...
I am sure that you have noticed that there have been many conditions of three’s in every phase of your life. The Three Musketeers, The Three Stooges, and Goldilocks and the Three Bears. How many medal do they give out in the Olympics? Three—Gold, Silver, and Bronze....
Career success in an independent registered investment advisor is simple. The key concept is to always remember that your investment advice has to be in the best interest of your clients. Your entire focus is relentlessly serving your clients by providing...
