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Going to Extremes?

on Sun, 2014-12-07 19:39

Once again Jason Zweig makes sense of our tendency to go to extremes when faced with huge price moves in a market – any market, oil, stocks or gold. Lessons From Oil's Black Friday may surprise you!

3 Misconceptions Advisors Have About Their Clients

on Tue, 2014-11-18 17:56

In this November  interview with Wall Street Journal reporter, Veronica Dagher, asks Charlotte Beyer to describe common misconceptions advisors have about the rich. Beyer then explains how courage can overcome misunderstandings in the investor advisor relationship. 

Note to Self: Write My Investment Plan!

on Sat, 2014-10-04 14:06

When working with private investors, advisors sometimes forget a key part of a system that will insure their success. And similarly, investors forget to let the advisor help them be more specific on outcomes, benchmarks and testing hopes against reality!

This blog describes clearly and succinctly an important Note to advisers and clients: Write Your Investment Plan


Is This Trend Your Friend?

on Mon, 2014-08-25 07:25

Jason Zweig and Charley Ellis are highlighting a sea change in the investment industry. Increasing number of investors choosing to index or go passive, combined with the new robo-advisors may just mean that this trend IS your friend?

Can an Advisor help me reduce stress?

on Sun, 2014-06-15 20:43

This column by Jason Zweig reminds us that we investors tend to be our own worst enemy. Would a trusted advisor be able to convince an investor to pare back on my winners and buy losers?! Is that the most critical job of an advisor? To protect me from myself?