Tag Archives: stock
The ‘Sad Conclusion’ of Do-it-Yourself Investing
In The Investor’s Manifesto, William Bernstein particularly puts down the idea that individual investors can successfully manage individual stock portfolios. “Trading individual stocks is like playing tennis against an invisible opponent; what you don’t realize is that you are volleying … Continue reading
Coming Tax Changes Create Incentive to Act Now
Most of us prefer to think about taxes only once per year. However, with significant changes coming in 2011, tax considerations of financial planning and investment management will be prominent for the remainder of 2010. Taxes on income, capital gains … Continue reading
Companies stockpile cash, debate how to spend it
Multiple stories recently have detailed how companies are sitting on cash surplus positions significantly larger than average. You can bet that there are a lot of discussions going on between company executives and their boards of directors about what to … Continue reading
If you can’t predict, at least prepare
When we make investment and financial planning decisions for clients, most often we are not able to predict with any certainty how markets will behave, how or when personal or business situations will change, or the timing and impact of … Continue reading
