Category archives: Diversification

Principal Preservation Myth Exposed!

Behavioral Finance, Diversification

Principal Preservation Myth Exposed!

by on April 16, 2018

A widow in her late 60s came to me last year to talk about tax planning. She really liked our financial planning services, especially the tax planning piece. She had quite a few individual stocks and wanted to be sure she was tax-smart as she moved toward a more diversified...
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Principal Preservation Myth Exposed!

by on April 16, 2018

A widow in her late 60s came to me last year to talk about tax planning. She really liked our financial planning services, especially the tax planning piece. She had quite a few individual stocks and wanted to be sure she was tax-smart as she moved toward a more diversified...
Continue Reading »


Principal Preservation Myth Exposed!
Deciphering the Pieces of an Indexed Annuity

Investments, Diversification, Retirement

Deciphering the Pieces of an Indexed Annuity

by on March 30, 2015

We regularly get inquiries from clients trying to understand more about indexed annuity products that they’ve heard about on a talk show, or in an advertisement, or perhaps from a family member. Sometimes they are intrigued because it seems it is a way to get “all the upside of the...
Continue Reading »

Deciphering the Pieces of an Indexed Annuity

by on March 30, 2015

We regularly get inquiries from clients trying to understand more about indexed annuity products that they’ve heard about on a talk show, or in an advertisement, or perhaps from a family member. Sometimes they are intrigued because it seems it is a way to get “all the upside of the...
Continue Reading »


Deciphering the Pieces of an Indexed Annuity
Alternative investment spotlight: an unbe-"REIT"-able idea

Investments, Alternatives, Diversification

Alternative investment spotlight: an unbe-"REIT"-able idea

by on Dec. 1, 2014

Alternative investments present a viable method for diversification among asset classes. Today we will explore a favorite: the Real Estate Investment Trust (REIT). Assets usually fall into one of three categories: equities, fixed income, and alternatives. Historically, direct investment in real estate has been an alternative to marketable securities for...
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Alternative investment spotlight: an unbe-"REIT"-able idea

by on Dec. 1, 2014

Alternative investments present a viable method for diversification among asset classes. Today we will explore a favorite: the Real Estate Investment Trust (REIT). Assets usually fall into one of three categories: equities, fixed income, and alternatives. Historically, direct investment in real estate has been an alternative to marketable securities for...
Continue Reading »


Alternative investment spotlight: an unbe-"REIT"-able idea

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