Have you had your Annual Review?
The “Summer Slump” of investing is long gone, and that means it’s our favorite season - portfolio review season.
The “Summer Slump” of investing is long gone, and that means it’s our favorite season - portfolio review season.
As interest rates have continued their almost forty year decline (interest rates in the modern era peaked early in the Reagan Administration), more and more investors and savers have discovered that there is nothing “fixed” about fixed income investing.
…to Roth or not to Roth?
Have you ever thought about how we prepare for your review meetings? There’s more to our preparations than just printing off your performance documents.
Quarterly results for financial markets often resemble my favorite roller coaster at Arnold’s Park Amusement Park on the shore of West Lake Okoboji. It’s a local landmark having weathered the decades and being a mandatory experience for generations of families. Every nook and cranny of its circuit having been endlessly discussed and debated. I would hazard to guess that by now over a million passenger circuits have been made over the old wood structure. A million shrieks of fear, a million laughs for joy and a million memories made.