October 2014

baseball

The Giants Playoff Run

Their season and playoff success has been one of the great sports stories of recent memory. I have been a baseball fan my entire life, and this year’s Giants team is one of the least likely champions that I have ever seen. When I watch them play, I am struck by how unusually “normal” they are. There are no real obvious “all-stars.” Nobody is going to hit 50 home runs for this team and they only have one pitcher who even comes close to being an all-star. Most championship teams these days have at least 2 or 3 of those guys on their pitching staff and 2 or 3 in their everyday lineup. While talking with a friend of mine the other day, and trying to figure out their key to success, it occurred to me that the same things that make them successful work for my clients and their success as well.

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stocks

Is it Time for You to Sell Your Stocks?

During my career, there have been several occasions where I have seen folks so nervous and confused over their investments that they start losing sleep. Or worse, they stop paying attention! There was the client in 2001who handed me a stack of statements from his Merrill Lynch account. There were over a year’s worth and none of them had been opened! Turns out he had lost almost half of what was invested there.

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bond-funds

How Safe Are Your Bond Funds?

Do you own bond funds? Many investors and savers have flocked to bond mutual funds in their portfolios in the last 5 or 10 years, especially after the big stock and real estate drop in 2008. With bank rates on savings accounts and cd’s so low, it seemed to make sense to move that money into bond funds. After all, bonds are “safe” and you hardly earn any interest on bank based savings these days. If you went into bond funds for safety it’s probably time to take a second look! Here are 5 things you need to know about your bond funds.

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