Market Moves

Investment Advisor

Long Term Average Returns: Lessons from the Past

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Since 1926, the average annual return on large-cap stocks has been 9.62%. This means you can bank on an average return for stocks of about 10% per year over the long term, right? Well, yes and no. Take a look at the following chart: Average Market Returns 1926-2008 – Click For Full Size Image What […] [Read More]
Categories: General

When to Sell

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It’s easy to buy a stock.  You can listen to a hot tip, do some research, be persuaded by a broker or even throw a dart at the stock tables in the newspaper.  But how do you know when to sell? Selling a stock is much harder because you never hear a tip at a […] [Read More]
Categories: General

Market Noise

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I was looking at the stock market opinion and analysis website called Seeking Alpha the other day and these were the two most popular articles: The Market Bubble is About to Pop Why This Rally Will Continue The first article gave many reasons why the stock market is “headed for major trouble” and the “economy […] [Read More]
Categories: General

Investment Manager Selection Criteria

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Over the years of working with different types of clients, I’ve realized that they all want to work with an advisor who possesses certain qualities.   The following criteria are the qualities that a good investment manager should have. Be accessible.  You may be a fan of voicemail but eventually you want to speak to a […] [Read More]
Categories: General

Managing Investment Risk

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Life is full of risks.  Some risks like having surgery or driving on the highway are unavoidable.  But even though some risks cannot be avoided, they can be greatly reduced by eliminating the unknown.  In the case of having surgery, you will be much better off knowing the background of your surgeon, her success rate […] [Read More]
Categories: General

Dividend Paying Companies: Good For Growth Investors Too?

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As we get on in life, we become a bit more concerned about protecting what we’ve worked so hard to save. After all, the older we get, the less chance we have of earning back our nest egg if we gamble and lose. That is one reason many of us feel more comfortable with investments […] [Read More]
Categories: General

Keeping More of Your Money

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In the current weak economy, or even when the economy gets stronger, are you getting angry when your credit card bank stings you the interest charge, plus an extra $30 to $45, even when you are one day late making a credit card payment? Your indignation is righteous, but what can you do? Some say […] [Read More]
Categories: General

Tips for Reviewing New or Current Financial Advisors

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With the economy still a way off from returning to consistent positive growth, the last things we need are headlines about honest investors losing what’s left of their money to crooked financial advisors with Ponzi schemes. So, exactly how do you protect yourself from this added insult to injury? Here are three simple, but effective questions […] [Read More]
Categories: General