Tag: asset classes

Are You Over-Weight? Your Investment Portfolio that is…

How do you know if you are overweight?  You could step on a scale but I am not talking about that kind of overweight.  While...

Investment Returns Revisited– Part I

Looking back at 2015, which was a flat year for most major asset classes, it is reasonable for investors to ask “What is a reasonable rate...

Stocks Are the Only Investment Above Water in the First Half of 2015

Doing nothing is hard to do – you never know when you are finished. Leslie Nielsen Introduction If you’ve been hanging in there with your...

Enter the Cyborg Advisor

The next evolution of investment consulting is upon us. With robo advisors grabbing headlines and wads of venture capital it won’t take long for them...

Considering Alternative Asset Classes?

Over the past 5 to 10 years ‘alternative investments’ have been gaining more traction in investor’s portfolios. The main reason for holding these ‘alternative’ asset...

The Track Record of a Financial Advisor: Is it Real? Is it Fake?

When investors select a financial advisor, one of their most frequent questions is, “What performance can I expect if I select you?” Very few financial...

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