The right front fender of the little red Pontiac Firebird was hanging down and grazing the curb. Obviously, it had seen better days. If I'd been thinking, I wouldn't have parked it right in front of the bank. Was this guy getting a car loan or about to rob the bank?...
People talk about price ALL the time. "This stock is selling for this..." or "I bought this stock at this and sold it at that." Stock price is just a nominal number, and by itself it tells us nothing. As an investor, you want to know: What are you getting in return...
There's plenty of advice out there for executors, but it generally comes from the perspective of estate planning attorneys. While they know a lot about the topic, there were some things from the perspective of a financial advisor that we wanted to dig into -- things...
"The Traditional 60-40 Investment Portfolio is Dead" This was a headline from a Bank of America report. They probably should have said, "Your investments are seriously exposed to major losses or drawdowns." Now, that would have gotten people's attention! They're...
Being a member of the investment team at CSH has exceeded my expectations. Of course, it doesn't always work out that way when you take a new job. Let me explain... In my prior life, my dream was to become a golf professional. For most, that evokes images of what you...
This is the tale of smart estate planning, good business succession, wise wealth management, and the importance of an advisor you can trust. It’s not often you get inside information on an American Icon. But sometimes you cross paths with people that leave an...
Recently we shared with you the top ten questions you should ask when interviewing a potential financial advisor. It’s essential to find a trusted financial advisor to meet your unique needs, so it’s important to ask lots of questions and gain a thorough understanding...
Studies say that 15% of the time when we are absolutely, positively certain we’re right about something, we're actually wrong. That's overconfidence, and it can be a financially dangerous behavior for investors. The field of behavioral finance studies our irrational...
Are you in the market for a financial advisor? You’ve come to the right place! It can be hard to find a committed advisor to help you plan wisely. When it comes to wealth management, investments, and retirement planning, it seems like there’s always another financial...
Most investors are familiar with the term "mutual funds." If you've invested for any length of time I'm sure you've owned some. Major broker dealers, and all my competitors in our area, use them almost exclusively. But the problem is the "mutual fund" is totally...