Author: Darrell R. Tierney CFP® CPA PFS Turn off business television. Invest in a diversified portfolio of large, small, and international companies, bonds, real estate, and commodities. Keep your investment expenses to a minimum. Periodically rebalance. Repeat this for the next forty or … [Read more...]
CNBC Did Not Say This Today
Can Money Buy Happiness?
Author: Brent Lemieux CPA We spend a great deal of time and energy throughout our lives to earn money. We spend our youth building skills in order to obtain a job that will pay well enough for us to pay the bills, save for our goals, and enjoy modern luxuries. All of these efforts make us happy, … [Read more...]
Measuring Portfolio Performance
Author: Darrell R. Tierney CFP® CPA PFS In this crazy market, how do you know if your investments are on track? If you are a mutual fund or hedge fund manager you might compare your performance to a stock index such as the S&P 500, or perhaps to similar funds. If you are evaluating your … [Read more...]
Human Capital, Part 3: How Should Your Human Capital Affect Your Portfolio?
Author: Brent Lemieux CPA Are you a stock or a bond? What I mean by this is how certain are your future earnings (a.k.a. your human capital)? If you are an entrepreneur, working for or running a company with an uncertain future, or a freelancer/contractor, with large swings in earnings year to … [Read more...]
Time to Get Out of the Stock Market?
Author: Darrell R. Tierney CFP® CPA PFS “Let’s get out until things get back to normal.” We’ve heard from people wanting to sell their stock market holdings and get back in later, when things “calm down.” They don’t want to take that long ride down. As I’m writing this (February 11, 2016), the … [Read more...]