What is your risk tolerance? During the financial planning process we ask questions about – well, everything that might possibly be useful in understanding our clients as they consider their priorities, concerns, strengths, limitations, etc., etc. Specifically with regard to developing and maintaining a proper investment policy it is useful to assess our client’s risk tolerance. A relatively new idea… Read more →
Tag: AI
Peter Lynch, ZIRP and Truth.
In the “I knew it!” department, the Wall Street Journal recently posted this headline: Peter Lynch, 25 Years Later: It’s Not Just ‘Invest in What You Know’ Back in the late 80s and early 90s Mr. Lynch wrote several books promoting the idea that any average Joe could win at the investing game by simply “Investing in what you know.” That… Read more →
Happy Thanksgiving and Some More Stuff.
This week we Americans celebrate my favorite holiday, Thanksgiving. The idea is to pause from our usual daily pursuits in order to give thanks for all of the really good stuff in life. And when I say really good stuff of course I’m talking about mashed potatoes, gravy, turkey and stuffing. No, actually those are only the “good stuff.” The “really… Read more →