Financially Speaking Blog

Advisors Talking To Advisors

December 14, 2012

Advisors and the Emotional Burden Carl Richards, 10/18/2011, Morningstar.com "It will come as no surprise to you, but giving financial advice to real people can be emotionally trying. Real people aren't customers to be segmented. Real...

Technology and Grandchildren

November 21, 2012

Do you remember when you talked to your kids in baby talk?  You know, "Goo, goo" and "Gaa Gaa" while making faces and smiling like a Chessir cat.  Grandparents are even worse.  They have a PhD in grandbaby communication. ...

Too Many Choices

November 9, 2012

I buy my groceries at Kroger.  Often times I drive directly in front of the store on the way home from work.  So it’s not unusual to get a message from my wife asking me to pick something up on the way home.  Sometime back she...

The iPad

October 26, 2012

Sometimes an innovation comes along that is a real game-changer.  But change is difficult.  Because change is difficult, we fail to see the impact that real game-changing innovations has on our lives.  I think the Apple technology is...

Staying Balanced

September 26, 2012

A recent article in the Wall Street Journal addressed the issues of rebalancing a portfolio to its target asset allocation.  The relatively brief article was on point, but did not address the decision-making matrix required to properly execute...

Archives

Tags

basic fiduciary principals behaviorial economics; investment decisions don't panic Dow Jones European Union Federal Reserve financial advisors; giving investment advice financial information technology global stock market; global economy insurance agent interest rates investing Investing 101 investing in 401(k) plans investment decisions; hiring financial advisors; behavioral economics investment predictions; investor decisions investments investor fears market forcasters mutual fund fees objective financial advice risk tolerance stay calm stock market stock market corrections stock market volatility Stock market worry technology; personal technology volatility

RSS Feed

Subscribe by Email

Enter your email address:

Delivered by FeedBurner

Sign Up for Our E-News

* indicates required