Posts Tagged ‘Portfolio Risk’
How to Review the Performance of your Investments
Your investment statements are arriving, so many of us will take a look at our investment accounts to see how we (or our advisor) did. Unfortunately, it can be a bit confusing to determine if we did well, average or poorly. Let’s look at the items that will help you determine how you did. How…
Read MoreSpecial Report – Interest Rate Spikes and the Bonds in Your Portfolio
There is rising concern regarding the impact of higher interest rates on the bond funds in client portfolio. The purpose of holding bond funds is to provide a return above the level of cash while waiting for a more rational stock market environment. As always, the potential return over and above money market funds comes…
Read MoreWhat is “The Right Price” to Pay for a Stock?
The amount of money we decide to place in common stocks in your investment portfolio is partially driven by the prices we have to pay for those stocks. The higher the price we pay for a dollar’s worth of earnings generated by a stock, the lower the chance that we receive the returns we need…
Read MoreOur Thoughts on ‘Brexit’
Political events in Europe have taken center stage in the news and effects have rippled out across financial markets around the world. On Friday, the U.S. stock market, as measured by the S&P 500, fell by 3.6%. The rest of the world fared worse; Europe fell by 8.9% and the Europe/Asia/Far East index declined more…
Read MoreNovember Newsletter – Your Willingness, Ability and Need to Accept Risk
Your Willingness, Ability and NEED to Take Risk For our best savers, risk can and should be reduced When enrolling in our service, our clients are asked a short series of questions designed to help us understand the level of risk appropriate for their investment portfolio. Our goal is to best understand (at least initially),…
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