According to many financial publications and pundits, one of the most significant decisions an investor and/or financial advisor will make in their portfolio strategy is in determining the overall asset allocation. Perhaps in an effort to simplify (or oversimplify) this decision, some may refer to a traditional rule of thumb and cite to a rule […]
Asset Allocation – Does the traditional rule of thumb still apply? Read More »
The overall markets and indices were up for 2017, and for some, the rising tide may be floating all boats. If you are an investor and your portfolio is not reflecting the positive results that you would have expected given the market performance, it might make sense to review with your financial advisor the big
2017 Stock Market Results – Did You Invest In The Losers? Read More »
Published in the Palm Beach Daily News on January 7, 2018 With financial markets at or near an all-time high level and the 2008/2009 Financial Crisis in the rear-view mirror, many investments and portfolios are performing well. However, certain investments and asset classes have not performed well in recent years and continue to suffer significant
Investment Loss Recovery – What About Unrealized Losses Read More »
As of now it is pure speculation as to what (if any) policies the new administration might offer could serve to impact investor portfolios. As a recent presidential candidate, Donald Trump has made reference to a market bubble and plenty of commentators have noted that a rise in interest rates could potentially result in a
Will the Recent Election Impact Your Investment Portfolio? Read More »
The Financial Industry Regulatory Authority (FINRA) has banned broker fraud Winston Wade Turner from the securities industry for allegedly making deceptive recommendations to clients concerning variable annuities, and for the deceptive disclosure of his recommendations to his company’s supervisory board. Turner, a former Pruco Securities and Metlife registered broker, is accused by FINRA of misrepresenting
Broker Fraud – FINRA Bans Winston Wade Turner for Deceptive Variable Annuity Practices Read More »