Category: Long Term Financial Planning

Making Wise Decisions in Tough Times

Investors with only a decade or less of experience in the markets had seen mostly good times until the end of February when that winning streak abruptly ended. After that, we’ve seen records set and mostly the types of records you wish you only would read about in history books. The market had its fastest… Read More »

Rethinking the Balanced Approach to Investing

With interest rates remaining at historic lows for an extraordinary length of time, maybe now is the time to rethink how much should be allocated to bonds in a portfolio.  Historically, it has made sense to hold a certain percent of a typical portfolio in stocks balanced with bonds in order to reduce risk.  Stocks… Read More »

Staying on the winding road to steady growth

By Daniel Cohen In response to the recent volatility in the markets since the end of last year, we’ve been hearing from people nervous about their investments, particularly in stocks. The so called “Wall Street jitters” continue to haunt some investors, particularly those looking for “safer” financial vehicles or products in which to invest, and… Read More »

Financial Planning for 100 and Beyond

In my February 6, 2015 NHBR article “Which stock is more suitable – Google or GE?,” we offered reasons why investing in Google stock might be a good idea for some investors looking for long term capital gains. Interestingly, Google is quietly working on much more than online search and electronic information technology. They have… Read More »