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The hard lessons of market risk

Get a fix on your true level of risk tolerance Until very recently, things had been looking up in the U.S. The Labor Department reported that the U.S. unemployment rate dropped to 11.1% in June, as millions of Americans began returning to work. That helped lift...

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Finding the right investment advisor

Do you have too many “cooks in the kitchen”? When most new clients come to see me, they may already have several “advisors” but no clear understanding of what they are actually getting advice on. They might have a financial planner from their bank, and perhaps an...

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Coping with market volatility

How to avoid money-losing moves in gyrating markets During periods when sentiment sours and markets sell off suddenly and steeply, as has happened recently, financial advisors’ phones never stop ringing, with clients asking whether they should sell their funds or...