Since I’m on the leading edge of the Baby Boom generation, the Beatles have been an influence on my life for more than half a century. During their touring years, the least flamboyant of them was George Harrison, the lead guitarist and contributor of one song per album. After the band members went their separate ways, he became better known as a songwriter.
Interesting article from the New York Times. We have always been Fiduciaries and put our clients interests first and will continue to do so in the future. Can your advisor pledge to be a Fiduciary?
During February most of us begin to slip on our New Year Resolutions. The promise of what could be is now never going to be unless we find a way to recommit.
According to StatisticBrain.com 41% of Americans usually make New Year’s resolutions. The top three 2017 resolutions are:
New regulations require paid financial advisers to adhere to a “fiduciary standard” instead of the much weaker “suitability standard” when recommending retirement investments. What do these regulations mean for consumers?
Many great fortunes have been made by purchasing the right stock at the right time but the risk inherent in the stock market means that there will always be a role for bonds to play.
Hedge funds are periodically in the news, so let’s shine a light into that corner of the market beginning with a definition. When used as a verb, hedge means to limit or qualify (something) by conditions or exceptions. Since we know that a fund is a pooled investment strategy, we can see that a hedge fund is a pooled investment used to limit risk.
If an investor decides that stock ownership seems like a workable strategy for making money over time, how does she or he decide which company to become an owner of, i.e. which stock to purchase? Choices abound. There are shares of around 8,000 companies currently available on US exchanges and at least that many more on foreign exchanges.
A recently widowed woman visited our office not long ago asking for help understanding her investment portfolio. Fortunately, she was in good financial shape but I was struck by some of her questions. While I strive for clarity both in person and in print, at one point she asked me what an index fund was.
Lots of publications provide a “year in review” issue in December, so here are some reflections on issues that affect WWA and our clients.
I’d like to begin by returning to my youth in Indianapolis listening to radio station WIBC. Its broadcast day began with Harry Andrews’ farm report. Although I’m about to turn 70, I’m still not sure what barrows and gilts might be.