Tag: investment returns

What If Financial Planning Is Really About Uncertainty?

If you drop by almost any brokerage firm or bank these days, you can walk out 45 minutes later with a “financial plan” that viola,...

Investment Returns Revisited – Part II

Is 6% a good return on your investment? In Part I of the our blog, we discussed the likelihood that investment returns may be below...

“Lower Investment Returns Ahead!” – (False Alarm?)

If you follow headlines in the financial press or read the blogs of various online “authorities,” you have no doubt bumped into many predictions that...

Stock Markets Rocky Start to 2016

The stock markets are off to a rocky start in 2016 and the question that seems to be asked most is “Is it different this...

Know the Truth About Your Investment Return

It’s an easy trap. You see a good investment and do your research. The company has strong fundamentals, the performance history is solid, the leadership...

Financial Planner, Investment Guru or Wealth Manager?

Recently I received an email from someone who indicated that they wanted wealth management services for their family. I found it interesting that they also...

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