“So what do you make of bitcoin?” – question from a curious investor

Bitcoin, blockchain, initial token offerings…..yikes!  As financial headlines dedicate an increasing amount of coverage to this relatively new area, it’s left many investors scratching their heads.  What is bitcoin?  Do I need to know about this?  Am I missing out on an opportunity?   Below we present a question and answer that we hope investors might […]

“I’m nearing retirement and the stock market is at an all-time high….what should I do?”

On October 19 Fortune published an article with the headline: “30 Years after Black Monday, the Dow Hits an All-Time High”.  The article goes on to speculate: “only time will tell if we have another crash ahead of us. But in the meantime, investors seem to think that skepticism and caution may be just what we […]

It’s a tough job…somebody has to do it, just not necessarily you!

Protecting and growing your retirement nest-egg is one of your most important financial responsibilities.  Ensuring that your nest-egg is sufficient to fund your lifestyle in retirement often means putting at least part of it at risk in the stock market. Unfortunately too many people are swayed into believing that being a successful stock market investor means you have to […]

The most dangerous asset class may just surprise you….

Investors flee to cash during times of trouble.  However, far from being a safe haven, cash is potentially the most dangerous asset class for investors, luring investors into bigger psychological bubbles than even tech stocks and housing have historically. We recently wrote about why investors might want to consider holding bonds rather than cash, even at current low […]