If you are ever unfortunate enough to find yourself in a karaoke bar with me, you might hear me attempt to “sing” a hideous version of the Bon Jovi classic “Livin’ On a Prayer.”
Wall Street Steward Blog
Remember Maverick singing this Righteous Brothers classic to “Callsign Charlie” in Top Gun?
As some of you may already be aware, we have been selected to participate in a pilot program for the new Account View. On June 24, the old Account View was migrated with a newer version. We want to apologize for not communicating these changes beforehand. We should have done a much better job letting you know what is going on and how these changes would affect you. Our aim is to ensure that you are completely satisfied with the service you receive from Family Trust Investment Services.
I have spoken to several clients recently that have said something to the effect of “I am scared of losing money in stocks…I want to move into bonds because they are safer.”
Searching for Inspiration
Jeffrey Kleintop talks about the Dow crossing over 14,000 and where it may be heading.
I often get heckled for using too many analogies when communicating with people, but I have found that the most effective way for me to make a complex topic simple is to find a story, paint a proverbial picture, and compare it to the difficult concept.
You’ve undoubtedly heard the phrase “opinions are like @$$**%&$, everybody has one.” This could not be truer than in the financial planning profession.
Earlier this evening, my 7 year old daughter, Ava, was upset that she did not achieve her goal of reading at least 22 books this month.
Chief Investment Officer of LPL Financial Burt White talks about the twin ceiling conundrum and the possible strategies needed to navigate this market.