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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. ...

Home for the Holidays

Created on Tuesday, 15 November 2011. Posted in main/blog

... may be on the check itself. Other tips include: Discuss recent events. Alzheimer’s Disease patients maintain their long term memories well into later stages of the disease. It is their ...

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

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

... be rewarded with a market upturn. This follows from my belief that in the long term taking risk must be rewarded or the market for that asset will disappear. Holding onto a losing position waiting for ...

Cash is not King!

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

... think it makes sense to have a plan in place prior to any occurrence. You might think why not just go to cash equivalents or short term bonds, the classical answer in times of stress. Unfortunately ...

Inflation Friend or Foe

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

... rates in the late 70s with a 16% inflation rate. Compare that today to short term interest rates that do not even cover the current rate of inflation which is around 1%.   Around 1%! Have you seen ...

Financial Planning for Chronic Disease: Parkinson’s Disease

Created on Friday, 25 February 2011. Posted in main/blog

... assets of $2 million. He does not own a long term care insurance policy. How much, he asks, should he set aside for future care? Does he have to cut down on his current spending in anticipation of his ...

Because they value long term, personal relationships....

Created on Tuesday, 14 December 2010. Posted in main/HOMEaccordian

Our clients still want an advisor they can meet with periodically to review their portfolio, to discuss their planning needs. Social networking has its place, but for our clients, the personal touch still ...

Senior Housing Option Advice

Created on Wednesday, 06 October 2010. Posted in main/Life After 65

The world of senior housing is expanding and changing rapidly. Not only the type of housing available but the financial terms. At the same time, technology will help you stay at home longer. We understand ...

Fees

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

... us. We begin at 1%. This percent declines as the assets you invest with us goes up. We do not have a minimum in terms of account size but we do have a minimum annual fee of $4,000. For clients with less ...

Our Investment Process

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

... specialized goals. We use these securities to build asset allocated portfolios. This activity is more about managing risk than securing return. We think in terms of protecting capital first and then ...