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Total: 10 results found.

Looking on the Brighter Side

Created on Monday, 13 February 2012. Posted in main/blog

Lately I have been feeling like I have been coming off too negative in my blogs. This I believe has been caused by the duration of the negative markets and by becoming increasingly short term focused. ...

Retirement Security? The Name of the Investment Game is Controlling Risk

Created on Monday, 07 November 2011. Posted in main/blog

As an investment manager, I learned a long time ago that I do not have much control over the rate of return on an investment that is the markets role. The extent of my control over return is setting up ...

Cash is not King!

Created on Friday, 01 July 2011. Posted in main/blog

We are in a period of weak economic growth which one would expect will generate weak but positive returns in the capital markets. On the other hand, there are many serious risks facing the world over ...

Rule of Thumb

Created on Thursday, 05 May 2011. Posted in main/blog

... if you retire at age 60 rather than at age 65 – does that mean you can still withdraw 4% even though it may be over a much longer period of time? What happens if in year 1 the market goes through a correction ...

Inflation Friend or Foe

Created on Tuesday, 12 April 2011. Posted in main/blog

... an amount that is the lenders profit. The level of profit varies a little over time and is currently at depressed levels. The inflation component of interest rates varies a lot; remember 18% money market ...

Market Summary

Created on Wednesday, 06 October 2010. Posted in main/resources

Market Summary Google Finance Yahoo! Finance Wall Street Journal Market Watch CNBC Bloomberg   ...

Investment Advice

Created on Wednesday, 06 October 2010. Posted in main/wealth management

... funds unless we feel the investment manager warrants a larger fee. We don't mind paying for performance but recognize in a competitive market, it's the rare manager who is worth it.  ...

Our Investment Process

Created on Wednesday, 06 October 2010. Posted in main/about

... maximizing return. Our portfolios are not static entities. They change as our forecast of market and economic conditions changes. This is a longer term process so we are not engaged in trading on short ...

Our Approach

Created on Wednesday, 06 October 2010. Posted in main/about

... reason – nowadays the markets change too quickly. The market beating strategy of two years ago is often the underperformer of today. To us, investing is a long voyage – small changes during the course ...

Qualified Plan Consulting

Created on . Posted in Category

... time you have to commit. We have a depth of experience in the Qualified Plan market. Our principal who oversees this area has been serving qualified and non-qualified plans since 1992. He is also an ...