This past weekend my family has made the move into a new home, which needless to say, has been a chaotic process. It really got me thinking, though, about real estate/home ownership and how it fits into client portfolios and their financial plans. The mantra of the middle class is buy a home. But is…
Do you want a financial professional who is opposed to financial transparency managing your money? The upcoming and long anticipated proposed rules by the Department of Labor (“DOL”) exposes that very debate, as it seeks to eliminate the ability of financial advisors to profit by selling retirement account products to investors without being held to…
We’ve all been tempted. Whether there’s a hot new sector that seems to be on fire, or a classic U.S. company that seems poised for a new burst of life, or, worse, a pundit who keeps warning us not to get caught flat-footed. It’s human nature to be attracted to the next shiny new thing….
While no person falls neatly into statistical averages, as humans, we are all emotional beings and subject to all different kinds of behavioral biases when it comes to investing. There are three major ways in which men and women differ when it comes to behavioral investing. Investment Goals and Strategies: According to the Wall Street…