Diversification: When More is Less

Posted on March 28, 2007

Diversification: When More is Less The idea that institutional investors are the biggest players in the market is nothing new, but a quote from the Wall Street Journal, recounted by Robert Folsom of Elliott Wave International really caught my eye. “Institutional investing is now largely the business of giants. America’s 100 largest money managers alone now hold 58% of all stocks.” This reminded me of a

————————— read more —————————

Posted in Featured Articles behemoth, business, changing, comparison, currently, devastating, different, diversification, diversifying, increasing, individual, institutional, international, investing, investment, investments, investor's, management, participants, perspective, recounted, retirement, undiscovered, unhealthy

Never Leave the Game in the 8th

Posted on July 14, 2006

Greetings, Welcome to this month’s issue of Financial Market Update. In this issue, I’ll tell why this is one of the greatest times to be invested. I will also talk about the bond market’s conflicting signals, and what that might mean for you. Also, more in our recent series of articles about the real estate market, that has been helpful to so many of you. Never

————————— read more —————————

Posted in Money Matters Newsletter aggressive, appreciation, approaching, conflicting, connections, discouraged, everything, forecasting, illiquidity, information, investment, investments, lackluster, management, misinformation, mospagebreak, opportunities, opportunity, performance, perspective, presidential, respectability, speculating, speculators, uncomfortable

What Does It Take?

Posted on June 10, 2003

What Does It Take? Occasionally clients ask, how do I ever I keep up with all of the constantly changing data and conditions in my business, with all its mind-blowing complexity. First of all, I like all the numbers and the changing patterns contained in them. When I was a kid the teachers would cluck at me for being able to come up with

————————— read more —————————

Posted in Money Matters Newsletter advertising, compendium, complexity, compliance, comprehend, conditions, consistent, consistently, information, international, investigation, investigative, investments, morningstar, mospagebreak, newsletters, occasionally, perspective, prescription, prescriptions, representative, specialized, traditional, understanding, uninitiated

OK, What Next?

Posted on May 10, 2003

OK, What’s Next? SARS? Investors have waited nervously for the past 6 months while the war build up was underway, using it for an excuse to not invest. Now that the war has been settled, terrorists aren’t attacking in waves, and germ warfare didn’t materialize, what’s next for us to worry about? Some 'big picture' analysts are already beginning to paint a doomsday scenario

————————— read more —————————

Posted in Money Matters Newsletter alternatives, appointment, beneficiary, consequences, distribution, distributions, impeachment, inconvenient, institutions, limitations, materialize, mospagebreak, organization, participant, periodically, perspective, predictions, requirements, researchers, respiratory, restrictions, substantial, tuberculosis, unprecedented, unsurpassed