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Month: March 2015

Suitability is Costly

March 30, 2015Thought of the Week2015, advisor, finance, financial advice, financial planner, ocean springs, reitirement planner, Retirement, Strategist, Thought of the Week, Wealth CAPSJana Franco

Suitability is Costly Suitability Loopholes One of the most fundamental principles in economics is that we are all “self-interested” and will act in ways that will better our lives over time. Let’s consider a very common scenario that will most likely resonate with investors and explain this concept in greater detail.

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Currencies Matter

March 23, 2015Thought of the Weekadvisor, finance, financial advice, financial planner, ocean springs, reitirement planner, Retirement, Strategist, Wealth CAPSJana Franco

Currencies Matter Currency Impacts Diversification is the “Golden Rule” of investing, and investors are strongly urged to seek diversification across regions, sectors, and asset classes at all times. One way to achieve this goal is to use Exchange Traded Funds (ETFs) to obtain access to foreign markets.

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Why So Many ETFs?

March 16, 2015Thought of the Weekadvisor, finance, financial advice, financial planner, ocean springs, reitirement planner, Retirement, Strategist, Thought of the Week, Wealth CAPSJana Franco

Why So Many ETFs? Q&A on ETFs

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The Fear Mongers Just Can’t Help Themselves

March 11, 2015Thought of the Weekadvisor, finance, financial advice, financial planner, ocean springs, reitirement planner, Retirement, Strategist, Thought of the Week, Wealth CAPSJana Franco

The Fear Mongers Just Can’t Help Themselves Apples and Oranges On Monday, the Nasdaq Composite Index hit 5000 for the first time since March 9, 2000, and the fear mongers just could not help themselves. They had to once again make a completely irrational historical comparison that bears no significance whatsoever to today’s equity market.

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The S&P 500 is Not Your Benchmark

March 3, 2015Blog2015, advisor, finance, financial advice, financial planner, ocean springs, reitirement planner, Retirement, SRHS, Strategist, Thought of the Week, Wealth CAPSJana Franco

The S&P 500 Is Not Your Benchmark   The S&P 500 Only Tells Part of the Story

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