“With everything going on, how bad will the markets get?” a client asked me recently. We were examining his U.S. brokerage portfolio, including his IRA (Individual Retirement Account), and measured the balance he had between stocks, bonds, and cash. Lacking prophecy, I asked him a question back, “What are the top three reasons you think the markets will drop?” “Easy!” he replied,… Read more
A neighborhood teenager challenged me to a chess game since he knows I’m an enthusiast. He’s known as a talented player, and I accepted. I decided that my approach to winning the game would be the same one that I use for my investments… and it paid off handsomely.
Young chess player versus mature investor
My young opponent knew many winning strategies and tactics,… Read more
“I was very glad that your team was available when I needed you last week,” a client told me. “With the world economy shuttered, I was happy that I had access to my investments.”
During the corona virus panic, non-essential companies had to close down. But companies like ours, who have been entrusted with helping people deal with their money, … Read more
