In the investment management world there is always a concern that customers and clients move their money at the very worst time. This is often caused by something called loss aversion.
Topics:
bucket planning,
financial planning,
investment management,
Investments,
bucket system
Is It Time To Panic?
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The last week has brought extreme volatility back to the markets. We’ve had several years where the market was going in one direction, and that direction was the one we like, increasing on a regular basis. In fact, it’s been two years since we had our last market “correction.”
Topics:
Investments
Every Quarter, Jerry Chafkin the Chief Investment Officer of our partner at Assetmark writes an excellent re-cap of what happened in the markets over the past quarter. This quarter is no different.
Topics:
wealth management,
Investments,
market overview
Are You An Investor Or A Speculator....
Posted byToo many times people think they're being an investor, when in reality they're just speculating in the marketing. And when you're speculating, you might just as well take your money and go to Vegas to see how you do.
Topics:
investment management,
Investments,
investment management video
Today's video is going to cover why I don't like actively managed mutual funds and you shouldn't either. After you watch this video, why don't you let me know what you think in the comments section below?
Topics:
Investments,
investment management video
Learn what it takes to have a successful investment portfolio. Let me know what you think in the comments below.
Topics:
financial planning,
Investments,
Investment video
A Short Primer to Help You Stay Invested
Posted by
Investing can be a tricky business. Too often you put all your money in one place. Then, when the market tanks you get nervous and change your investments around. Often, this is the worst thing that you can do at the time you make your investment changes.
For years we've been working with our clients and what we call the bucket system. I think that it just might help you stay invested when you're inclined to pull your money at the worst possible time.
To learn more read on:
Start with opening three accounts.
Topics:
investment management,
Investments,
bucket system
Today we're going to tackle the world of investments and whether you should do it yourself or work with an investment advisor. Watch the video below and if you have thoughts, click here and let me know what you think.
Topics:
investing,
Investments,
investment manager,
Investment video
One of the raging arguments in the financial services business is whether advisors like those of us at Stage 2 Planning should act as fiduciaries with you, our clients. As you'll learn in the video below a fiduciary as a legal obligation to put their client's interest first.
Topics:
Investments,
Fiduciary,
Investment Planning,
investment management video
