Tony Krance CFP®, MBA, AIF® Accreditied Investment Fiduciary®
Each day the media focuses on a new prediction. Each day the media develops a new concern for investors. Their audience is continually searching for new predictions. Their audience is continually looking for stories that have a negative impact on…
Many investors have told me their advisor recommends large cap stocks only because of their stellar return as of late. They were told avoid small stocks because interest rates are going up. This market timing plays to the greed of…
Many investors ask me how do I choose my investments? Is there a system you follow? How can I improve the performance of my portfolio? What factor or factors do I need to consider to improve my portfolios performance? All…
Prior to the new fiduciary rule. The Wall Street bully brokerage firm would use their payout structure to their brokers to generate more trading. They would pay a higher fee for the stock portion of a clients portfolio. For example,…
Every day we hear more news, usually bad. The media has a belief that if “it bleeds it lead”. Somehow people enjoy hearing bad things happening to other people. How many times have you heard, “I’m glad that I do…
For regular readers of my messages you will recognize this message from past years. I am repeating it for two reasons. One, it is a great message and two, I am a bit lazy this week. So, enjoy! As we…
Each day the media focuses on a new prediction. Their audience is continually searching for new predictions. What will happen next? What is the new hot asset class? Where is the best place to put my money? Everyone wants to…
When you read a daily financial publication like the Wall Street Journal you find an enormous amount of facts. These facts can lead to vastly different conclusions. I wager that each day, with the exception of 2008-9 (even then I…
There continues to be volatility in the markets around the world. Currently the media is focusing on the potential trade war with China. Or is it corporate earnings? Or is it potentially raising interest rates? Who knows? With all this…
During conversations with investors and financial professionals I hear of the hot advisor who beat the market. They made money throughout the ‘great recession’. They are a Chartered Financial Analyst CFA or some other designation that ‘proves’ their ability to…
