Of course I’m speaking of fiduciary, a word that has been largely unknown in the investment world until the past several months.
An attorney friend calls a
According to the website BrainyQuote, the famously reclusive Howard Hughes coined the phrase Money can't buy happiness. In reading about his life of producing
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 Planner
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
A recently widowed woman visited our office not long ago asking for help understanding her investment portfolio. Fortunately, she was in good financial shape
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
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
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
Early in his career, Johnny Carson emceed an afternoon game show on ABC from which today’s article borrows its title. Carson generally allowed more time for
It’s been a few years since I last discussed Medicare, the government program that helps insure health care costs for those of us who are 65 or older. Since it
Although I’ve been helping people with their investments for twenty-five years, I know there’s always going to be something new to learn so I regularly attend
My previous newsletter kicked off the tour of our office wall which features quotations that I find helpful in various ways. We last heard from Peter Lynch
