What to Look for in a Money Manager

When it comes to hiring a money manager, investors have no shortage of options. But that’s also part of the problem. Finding the right manager is challenging and stressful, especially when you are likely trying to live stress-free. So, in an effort to make your search easier, we’ve compiled 10 good questions you might ask each […]

6 Year-End Planning Tips

Time flies by when the holidays arrive which means the New Year will be here before you know it. For investors, that gives you just over a month to take care of a few important year-end planning items. To make this easy, here is a checklist for you… Required Minimum Distributions (RMD) – if you […]

Recency Bias Undermining Returns?

Fort Meyers, FL asks… I received an inheritance and was going to invest, but the market’s volatility and downward turn has me concerned so I’m waiting. Is that a good idea? Great question – and, an important one given the potential impact one’s actions, or inaction, can have on long-term returns. In August 2015, when […]

What Will Holiday Retail Sales Tell Us About the Market?

As the holiday season approaches, investors often shift their attention to ‘retail sales’ as a health barometer for the overall economy. The U.S. consumer accounts for around two-thirds of total output, so it makes sense that our fixation on discretionary sales numbers creates a fresh buzz every year. Don’t expect this year to be any […]

Paris Attack Impact on Investing.

On November 13, the magnificent city of Paris was attacked by cowards – men whose feelings of hopelessness and disaffectedness were channeled into senseless violence against innocent people. This came only one day after a pair of suicide bombings killed 43 in Beirut, and just two weeks after a commercial plane was downed in Egypt […]

“Singles Day”, Big Beer, Crude Oil, and more…

This week, we’re starting and ending with China as there was some big retail news there and a development that may warrant a short-term “volatility alert”… “Singles Day” Underscores China’s Resilience – for all the headlines warning of a weakening China, its retail sector proved otherwise on Wednesday. For China, “Singles Day” has turned into […]

How Does an SMA Work?

Salsbury Cove, ME asks…How Does an SMA Work? This is one of those questions we answer frequently — glad you asked! “SMA” stands for Separately Managed Account, and it refers to a portfolio of assets managed by an advisor or a money management firm. Perhaps the easiest way to understand SMAs is to think of […]