According to a new Winthrop University survey, 40% of the retired people in SC are living below the level that they would like.
Wall Street Steward Blog
Dow 3,000! The end is near!! Get out while you still have time! Now that we have gotten the scare tactics out of the way, let’s have a knowledgeable conversation.
I do a lot of reading about the financial business, as that is part of my job. What I inevitably find is that there are smarter people than me predicting a major stock market RUN, and smarter people than me predicting a CRASH of epic proportions.
Great video piece describing the mindset of investors and using the analogy of a shark attack. Thank you Franklin Templeton for this – helps keep things in perspective.
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.”
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.
I have been incredibly busy over the past year, and it is both a blessing, and a curse.
“On the first day of Christmas, my true love sent to meeeee….”
Your true love may be sending you a partridge in a pear tree this holiday season…