Ca-Can’t you understand what’s happening here? Don’t you see what’s happening? Potter isn’t selling. Potter’s buying. And why? Because we’re panicky and he’s not. That’s why. He’s picking up some bargains. —- George Bailey, circa 1930 In 2022 some investors are feeling the same way customers of the Bailey Building and Loan felt in 1930, fearing that their assets will… Read more →
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 →
