Elder abuse
According to the National Council on Aging, more than 10 percent of adults over the age of 60 are victims of elder abuse. Elder abuse can occur in many forms,…
Investor sentiment
Back in 1999, I recall meeting with clients regarding their financial planning. At the time, most people were enjoying stellar returns in their tech-heavy portfolios and they tended to be…
Risk-adjusted returns
When reviewing your portfolio, it’s important to understand not only historical returns but how much risk was required to get those returns. For instance a 6 percent unsecured loan to…
Uncapped index annuities as an alternative to bonds
I recently attended a lecture with Roger Ibbotson, an emeritus finance professor from Yale business school, and had the opportunity to speak with him afterward. Ibbotson recently completed extensive historical…
How diversified is the S&P 500 Index?
The S&P 500 consists of 500 of the country’s largest publicly traded companies. These companies include the following sectors: energy, technology, consumer staples, consumer discretionary, financials, health care, industrial, materials,…
The Stock Market is Eyeing the Upcoming Presidential Election
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