OK, let’s come clean about something before we even start. If you were around 25 years ago when the stock market was made up of high society type people with some degree of specialized knowledge, you remember that there was no place for what we call today the retail investor. There is a 21st century…
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Status quo is alive and well in the investment community. Financial advisors all over the world are telling their clients to not change anything in their portfolio because a recent study proves that pulling money from fixed income investments is rarely a good idea. This study, published by Fidelity Investments, shows that from 2008-2010, clients…
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The other day I was combing though our documents in our home safe and came across this pretty little purple envelope that read: “A Gift For You… A Share in America”. Can you guess what it was? It was a $50 paper EE US Savings Bond, back from 1982! I had almost forgot that I…
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