My job is to be a good steward of my clients’ assets. Whether that means encouraging them to make a decision or exhorting them NOT to make a decision, it is all part of the gig.
Wall Street Steward Blog
“I only buy real estate because it is REAL.”
“They aren’t making any more land.”
“I can feel it, touch it, see it, so I know it has value.”
“People with real money buy real estate.”
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.”
Recently we have experienced a market of extremes. In 2012, finding a middle ground, or Meeting in the Middle, is going to be key for growth in the markets and economy. Consumer sentiment, business leaders, policymakers and geopolitics are going to have significant impact on the investment environment. We believe that:
Continuing Education. A very necessary thing, but an even more boring thing. Recently I completed 24 hours of insurance CE over the course of 3 grueling days. Despite the topic being horrifically boring, the instructor did a great job of teaching and kept the sessions interesting by including humor and personal stories. Thanks to him, I learned quite a bit.