AuthorEric Douglas

Let the Winners Run?

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”...

What Is Your Retirement Number?

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...

Managing Finances in a Volatile Economy

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...

Intentional Spending

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...

The Habit of Investing

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...

6 Questions to Ask Yourself Right Now

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...

5 Steps For Recent Retirees to Take Today

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...

The Stock Market is not the Economy

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...

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