Did you just turn 50 and realized that retirement is coming soon? This article will help you determine if you are ahead of the game or lagging behind.
Whether
I’ve worked in the world of investments and financial planning for over 25 years, starting as a
broker in 1991 and having earned my Certified Financial
Since I’m on the leading edge of the Baby Boom generation, the Beatles have been an influence on my life for more than half a century. During their touring
The efficient frontier
In 1990, Harry M. Markowitz won a Nobel Prize in Economic Sciences. Throughout his professional life, he studied investment risk
Interesting article from the New York Times. We have always been Fiduciaries and put our clients interests first and will continue to do so in the future. Can
During February most of us begin to slip on our New Year Resolutions. The promise of what could be is now never going to be unless we find a way to recommit.
A
New regulations require
Many great fortunes have been made by purchasing the right stock at the right time but the risk inherent in the stock market means that there will always be a
Hedge funds are periodically in the news, so let’s shine a light into that corner of the market beginning with a definition. When used as a verb, hedge means to
If an investor decides that stock ownership seems like a workable strategy for making money over time, how does she or he decide which company to become an
A recently widowed woman visited our office not long ago asking for help understanding her investment portfolio. Fortunately, she was in good financial shape
Lots of publications provide a “year in review” issue in December, so here are some reflections on issues that affect WWA and our clients.
I’d like to begin by
