Grant us investors the wisdom to know the difference By: Christine Benz As the market has been dropping in recent days, what has been your strategy? Add more money to my account.  Hold steady with what I’ve got. Leave my money in, but be beside myself with worry. Yank my money; I wouldn’t be able […]

By: David Christianson Posted: 01/4/2020 3:00 AM  This is the time of year when I often write to you about the huge benefits available to you by setting specific, measurable goals for your money and your life. Today is a little different. I want to help focus you more on your “why” rather than your “what” and […]

Should clients stay the course, exit the market or review their asset mix? By: Dwarka Lakhan Source : Investment Executive January 17, 2020 Investors are in for a challenging year as they try to balance the risk of escalating global uncertainty with the prospect of capitalizing on potentially strong growth in equities markets. Portfolio managers interviewed […]