Many people are ready to make the transition to retirement. They envision living a less stressful, carefree lifestyle. Where they can be adventurers, live next to the ocean, hear the waves crash. Enjoy the warm sunshine, swim in the...
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U.S. stocks are cresting to all-time highs, almost daily. These are the times when investors look forward to opening their monthly statement. The anticipation is high, you open the envelope (or electronic statement) and wow, is that right? Shouldn’t...
Oil is on sale! With such low prices, our client Marcus Junius Brutus the Younger has decided that now is the time to buy. But, wait a second – how exactly does one invest in oil?
A client expresses concern over his growing debt. The fact that the wealthy individual even has debt is puzzling. Despite holding several million dollars in stocks and bonds, as well as rental properties, the client’s income is limited. In...
Considering how much risk (a lot) is required for a given return (a little), there may be better investment opportunities available. This is especially important for clients in retirement – where risk management is paramount to investment return.
Phil writes in to say, "Why isn’t my portfolio of stocks, bonds and alternative investments matching the performance of the Dow Jones Industrial Average?" The answer to Phil's question simply has to do with which type of . ....
You may already be invested in private equity; large pension plans are very keen on private equity investments. If you have a pension with CalSTRS or CalPERS, or the University of California, you very likely own some private equity...