Archives for 2009
A Time Magazine reporter recently contacted me to discuss a 2009 Sun Life Financial retirement survey. The survey indicated over two-thirds of American workers believe that they'll have to defer retirement thanks to a terribly weak economy and a horrific stock market decline. Based on the writer's follow up questions,
You have undoubtedly been exposed to repeated messages that you should take measures to protect your personal information and resources. Unauthorized people - hackers, crackers and intruders - want what you have: credit card and bank account numbers, personal information, email accounts, or even just your computer's processing power and
Despite the complexity inherent in much of the finance world, achieving a successful investment experience often boils down to avoiding counterproductive behavior. Among the most damaging of these behaviors are market-timing and performance-chasing. Recent studies detail both the widespread nature of these tendencies and the incredible wealth destruction that can
The past twelve months have been an unprecedented time for financial markets in modern history. Against this backdrop, we convened our third Annual Client Meeting at the Cincinnati Art Museum. In this communication we highlight some of the key messages delivered to our clients and guests. State of the Firm We have
As part of the overhaul of the financial services industry, the Obama Administration has proposed holding anyone who offers investment advice to individuals to a fiduciary duty – a legal standard that requires acting in the client’s best interest. Though many may assume this to already be a universal principle,
Many investors are allocating increasingly larger percentages of their investment portfolio to emerging market stocks in hopes of capitalizing on the anticipated long-term economic growth of countries such as China, India and Brazil. But, while few argue with the rosy outlook for these economies, the intuitive assumption that robust economic
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