Model Portfolios: Watching Inflows and Outflows
Model portfolios can be very helpful, especially in a market decline, but watch for imbalances created by inflows and outflows from the portfolio.
Is Now the Time to Buy Energy Stocks?
If so, how and what should you buy? Large caps or small, individual equities or mutual funds? A look at the data suggests some strategies.
How to Minimize the Damage From the Current Sell-Off
If you're like me, you've gotten several calls from clients about the market's poor performance. How to protect their portfolios? Start with rebalancing.
Lesson Learned: One New Piece of Tech at a Time
Goal: Add software to become more efficient. Challenge: Adding more than one at a time can slow you down.
Why the Fed Won't Raise Rates Next Month
Looking at the numbers around stocks, oil and commodities, why I doubt the Federal Reserve will raise rates at September FOMC meeting.
3 Ways to Tell if a Stock Has Hit Bottom
As Ben Graham said, it's better to buy after a decline, but how do you tell if a stock has finished declining?
So Far, I'm a Happy Customer of Redtail
Due to my initial experience with my new CRM provider, Redtail, I'm one happy customer, but you should do a cost-benefit analysis before deciding.
Energy Part 2: ETFs and Mutual Funds
In today’s challenging markets, many investors are turning to sector investing. The energy sector may be a good place to begin for two reasons.
Wait for a Dip Before Investing in Stocks
Warren Buffett’s favorite market valuation tool indicates that stocks remain overvalued. So where are the investing opportunities now?
In Search of Return: 3 Biggest Market Risks and How to Play Them
Last week we began a discussion on finding returns in this challenging market. This week we’ll look at three major risks facing us today.