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What are your Portfolio Performance Expectations?

In the story of Alice in Wonderland, Alice arrives at a fork in the road and wonders aloud which road to take. A smiling Cheshire Cat appears and asks her what her destination is, to which she replies, “I don’t know.” The toothy cat then proffers the only possible response, “Well, then it doesn’t matter.”

Under Water in the Caribbean

By all accounts, Puerto Rico is a beautiful, sunny place to visit, especially in the Winter.  But it’s hard to fathom how this U.S.

New guidelines, better advice?

Most people think that the Securities and Exchange Commission (SEC) regulates the investment markets and providers of investment advice, and that the Financial Industry Regulatory Authority (FINRA) regulates the Wall Street sales agents.

Beware the bogus IRS

Most people have seen bogus emails purported to be from the executors of the estate of Nigerian princes or other obscure foreign notables who want to give them millions of dollars, and sometimes they get bogus calls telling them they can win a lottery sweepstakes or receive debt relief.

The Good Side of Bad Markets

After the recent downturn in the U.S. and global stock markets, you can be pardoned if you wished that the markets were a bit tamer.  Wouldn’t it be nice to get, say, a steady 4% return every year rather than all these ups and downs?

Avoiding the Pain

There’s no question that we experience emotional pain and anxiety when our portfolios are losing money due to market downturns.  Behavioral scientists tell us that we feel losses twice as keenly as positive returns.

Life Insurance Company Ratings Explained

Life insurance has always been considered to be among the safest of all financial instruments. Even as banks were being shuttered during the Great Depression resulting in people losing their life’s savings, life insurers emerged as the bed rock of financial security.

The Great Panic of 2016

Wow!  There’s no diplomatic way to say this: the global stock markets are in panic mode right now.  In two weeks of trading, the U.S. S&P 500 index is down 8% on the year, which brings us close to correction territory (a 10% decline), and has some predicting a bear market (a 20% decline). 

Our Biggest Financial Challenges are often Self-Inflicted

In many respects, people can be their own worst enemies in their quest for financial security. When you consider that our lives are nothing more than a culmination of the decisions we make each day, if we tend to make more bad decisions than good decisions, or worse, if we can’t make decisions at all, it’s should be no surprise when financial security  remains elusive.

The Drama on Wall Street

Have your long-term financial goals changed in the last three days?

Are American companies less valuable because investors in China are panicking?

Is there any reason to think that because Chinese investors are panicking, that Chinese companies are less valuable today than they were a few days ago?

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