About a year ago I was referred a potential client, and by the time my name was added to the mix, they had already met with three or four other investment professionals. Even though they had narrowed the field down to one, the referrer urged them to talk with me. [...]
Finally! It took almost three months, but the NASDAQ stock index finally made a new closing high at the end of October. The reason this is important is because divergences are one of the hallmarks of a topping stock market, even if only a “temporary top”. As I have written [...]
In my two prior monthly updates, I referenced a past client named “Don” who chose to self-manage his investment accounts. In those updates I alluded to my belief that he increased his exposure to technology stocks anticipating continued above-average returns (at least for the short-term). Will he be rewarded for [...]
In last month’s update I shared the story of a recent ex-client named “Don” who decided to self-manage his investment accounts. My intent in sharing his story was not to suggest he is incapable of self-management but rather that I believe his choice of timing may prove to be poor. [...]
Another one bites the dust? It is said you can lead a horse to water, but you can’t make him drink. In this month’s update I want to share a story of an ex-client who I believe recently fulfilled this expression. “Don” was a client for many years who happens [...]
