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 →
The past 12 months ending February 13, 2017, have been particularly good for our investors. Investors’ IM reports are posted. The calculation used to determine our clients’ returns is called the internal rate of return. It is cash-flow-specific and net of all fees and expenses. It represents the average return our investors experienced during the period. Shown below are the… Read more →
