As seen previously in Louisville Business First: A common topic of discussion in many client meetings I’m having these days is the upcoming presidential election. As a rule of thumb, I find it’s always best to refrain from making investment...
There’s a regular argument in the investment world that can potentially draw strong opinions depending on who you talk to. Should you regularly rebalance your portfolios, or should you let the winners run? The concept of letting the “winners”...
As featured in Louisville Business First: There was a series of popular commercials back in 2008 created by the financial services company ING around their “What’s your number?” campaign. The ads portrayed people walking around holding large orange...
This article first appeared in Louisville Business First: Let’s say you’re cruising down a curvy country road on a starry night, windows down, a slight chill in the air as you put some miles on a new car. You come around a corner, only to see a deer...
Putting together a financial plan can be a potentially eye opening experience for clients. A lot of attention is paid, of course, to asset sizes, investment selection, risk tolerance, insurance coverage, and cash flow. That’s all well...
Something I talk to younger clients and prospects about a lot isn’t so much investment philosophy or portfolio allocation. Those are very important, to be clear. But in speaking with younger professionals, I do get a sense sometimes they...
I come across articles every so often in financial media on this specific topic, and I always tend to have the same response. Really? Below is a link to the latest article that espouses how much money you should have saved at certain...
Something about volatility, in life or in the markets, has a paralyzing affect on most individuals. What’s ironic is that this is generally the most valuable time to make moves and adjustments, once again, whether it’s in life or in the...
What is happening in the world today is obviously unprecedented. Your age, likely, has had a dramatic effect on how you are perceiving our current events as well. From an investment perspective, if you’re in your 20’s or 30’s, chances are your...
It’s no secret the stock market had a rapid decline this past March. That’s easy to explain and for everyone to understand. What’s not so easy to explain nor understand is why the stock market has rallied over 20% since hitting “the...