Tag Archives: investing
Is the “permanent portfolio” hyper-diversification worth considering?
After the last couple of years, many investors are wondering if there’s an investment strategy that could have avoided all that volatility while still earning the returns they’ll need to retire on time. This Marketplace article discusses the “permanent portfolio” strategy developed by the late investment adviser Harry Browne. The portfolio arguably has the best [...]
Too Much Advice!
Retail investors are experiencing information overload with lots of stock advice instead of focusing on their core investing strategies. What our client Jim wanted to know is “What’s your take on the market?” Jim had been watching from the sidelines for over a year now, with the majority of his long-term savings in a money [...]
YMM17: Things to Know When Looking for a Financial Adviser (July 1, 2009)
Listen now: [Audio clip: view full post to listen] Download the episode. Host: Nancy Anderson, CFP® Guest: Jim Pavia, Editor, Investment News In this month’s show: This is the second part of our interview with special guest, Jim Pavia, the editor of Investment News. Nancy and Jim discuss what to look for in selecting a [...]
YMM15: What Is a Ponzi Scheme? (May 1, 2009)
Listen now: [Audio clip: view full post to listen] Download the episode. Host: Nancy Anderson, CFP® Guest: Jim Pavia, Editor, Investment News In this month’s show: We have a special guest, Jim Pavia, the editor of Investment News. Jim explains what Ponzi schemes are, what to look for, and how to avoid them. Resources: Article: [...]
YMM14: Taking the Emotion out of Investing (April 1, 2009)
Listen now: [Audio clip: view full post to listen] Download the episode. Host: Nancy Anderson, CFP® Guest: Bruce Young, CFP® In this month’s show: Bruce Young discusses how to keep an even keel when investing, especially in a volatile market, by leaving your emotions out of the equation. Resources: Determine Your Risk Tolerance Investing Resources [...]