This is a review of some widely-held assumptions and an evaluation of whether investors could have benefitted by positioning their portfolios accordingly.
#1 indicator of investment performance is investor behavior. Work with a trusted financial advisor to navigate the forces that impact total financial picture.
People have asked me in recent weeks whether they should make changes to investment portfolios as a result of recent developments in the presidential election.
After a relatively flat 2015, investors are experiencing a bumpy ride in 2016. In a persistently slow economy, investors are inclined to focus on negative news.
Headlines are full of another sell-off coming our way. It is not a question of if there will be unsettling declines in future markets, but when it will happen.