In our office investment committee meeting, we made the decision a couple weeks back to make a few changes in many of our client accounts in response to the Corona Virus scare. As a result, we had a few clients call for more clarification on the changes. It would come as no surprise to people who…
Ten years ago I published an article informing those in their 70’s, that many would live to be 100. I thought the column would be viewed as good news but the responses I received were generally the opposite. One man summed up what several others had said with these words: “With all the trouble in…
In my youth I loved to sail. Sailing can be a very rewarding experience. As much as I love sitting behind the 800 horsepower turbine engine in my airplane, there is something very special about a quiet, beautiful day on the water, gliding peacefully along under the power of the wind. In recent times my…
In his 1933 inaugural address, Franklin Roosevelt made his famous statement regarding the Great Depression saying, “…the only thing we have to fear is fear itself…”. Throughout my career as a financial advisor I have had many opportunities to reflect on that quote. I have watched as investors have reacted with fear to the many…