A successful investor maximizes gain and minimizes loss. Though there can be no guarantee that any investment strategy will be successful and all investing involves risk, including the possible loss of principal, here are six basic principles that may help you invest more successfully. Long-term … [Read more...]
Six Keys to More Successful Investing
Are You an Investor or a Speculator?
Recent market news — around social-media driven stock trading that created extreme price swings for shares of certain companies — may have you wondering whether you should jump into the excitement. Before you leap, you might consider this advice from legendary investor and teacher Benjamin Graham, … [Read more...]
Perspective on Crypto
For many reasons, cryptocurrencies have been a hot topic recently and will likely continue to be for the foreseeable future. We have received questions from clients regarding investing in cryptocurrencies, the future of blockchain technology, and how we view these topics within our general … [Read more...]
Making Decisions About Medicare
As you near age 65, you may start to think about Medicare. How do you sort through your coverage options? When (and how) do you enroll? And what if you have other health insurance? Here is some information to help you when it's time to make decisions about Medicare. Medicare coverage … [Read more...]
Investing as a Couple
In a perfect world, both halves of a couple share the same investment goals and agree on the best way to try to reach them. It doesn't always work that way, though; disagreements about money are often a source of friction between couples. You may be risk averse, while your spouse may be comfortable … [Read more...]