Headwinds

Headwinds

Headwinds Several years ago the Boston Globe invited me to make a presentation at an annual public event.  I thought it was a good time to take my family on a visit to the Boston area.  But March weather in Boston is very different than Arkansas March weather.  After...
Headwinds

Yellen

Yellen Yellen’yellnn : verb 1.Southern for something Momma did a lot of when I didn’t do right 2. The first chairwoman in the history of the Federal Reserve Board of Governors of the United States of America. Janet L. Yellen is a wife, mother, economist and stamp...
Headwinds

The Imaginary Line

The Imaginary Line When I am interviewed by a potential new client, we talk about how I make decisions, think and work.  During the discussion, I always talk about The Imaginary Line.   I explain that there is this imaginary line, and on one side is the financial...
Headwinds

The Art Of Assessing Risk Tolerance

The Art Of Assessing Risk Tolerance Measuring risk of an investment is mathematical.  Measuring the risk tolerance of a human is art and experience. The biggest challenge of selling investment advice is the determination of a client’s risk tolerance.  Financial...