Often, investment advisors focus conversations solely on returns and risks. Topics like asset allocation, mutual funds versus ETFs, and other technical areas can become the main points of discussion. While what you are investing in is certainly impor...
Jimmy Pickert, CFA®, CFP®, CRPS®
Recent Posts
Conservative investors have probably been frustrated recently. The S&P 500 index of stocks returned a strong 3.70% in November. With a month left to go and the stock index up 9.79% for the year, it’s shaping up to be a good year for the stock mar...
The U.S. Presidential Election is just seventy days away now, and Americans across the country are paying attention to who will sit in the Oval Office for at least the next four years. The candidates offer a stark contrast in personality and backgrou...
Earlier this month, the Department of Labor (DOL) released its long-awaited Conflict of Interest Rule, and the investment industry is still parsing through the language to gauge how it will impact business models.
Protect Your Retirement Savings: How to Verify Your Financial Advisor can be Trusted
Last week I watched the two-part TV series, Madoff. The made-for-TV movie chronicles the exploits and downfall of notorious white collar criminal, Bernie Madoff, the manager of the multi-billion dollar hedge fund. Except that it wasn’t a hedge fund—i...
Lawmakers in Washington did something unusual this week: they got something done. They crafted a budget bill with enough bipartisan support to pass, which should help the country avoid the possibility of another government shutdown or a breach of the...
There has been a lot of attention focused on the strengthening of the U.S. dollar over the past year as the currency inches towards parity, or a one-to-one exchange rate, with the euro for the first time since 2002. In fact, currencies across the wor...
It was hard to miss market pessimists on CNBC and other financial news channels last year. In November of 2014, well-known investor Marc Faber, renewed his claim that the market is poised for a 20% decline in the near future. Plenty of panic also wen...