A Q&A with Senior Lead Advisor, Phil Kruzan.
Aside from COVID-19, what represents the biggest risk for investors in the second half of what is turning out to be a historic 2020?
One of the primary roles we play as financial advisors is to help our clients remember to take the long-view.
As this year exemplifies, stock markets have the tendency to do things we would never expect.
You do not need to pick the next big winner in order to have a successful investment experience. As a matter of fact, behaving as if this were possible is an almost certain way to have a terrible investment experience. What are the hallmarks of a more successful approach?
Recently, I received a gift from the Iowa State Patrol in the form of a speeding ticket. In reflecting on this experience, it occurred to me that I took an unnecessary risk to attain something I didn’t need and ended up sacrificing money I didn’t have to lose.
Stay diversified, and stay the course. That’s good advice for both runners and investors.
Recently, I received a gift from the Iowa State Patrol in the form of a speeding ticket. In reflecting on this experience, it occurred to me that I took an unnecessary risk to attain something I didn’t need and ended up sacrificing money I didn’t have to lose.
Stay diversified, and stay the course. That’s good advice for both runners and investors.
Plenty of arguments exist as to why we will be and/or already are in a recession. However, there is good news out there that isn’t readily reported.
Are you making investment decisions in light of the game you really want to win?
2022 was a historically painful year as an investor with stock markets experiencing a bear market, and bond markets having one of their worst years ever. However, as we enter 2023, I’d like to consider the positives.
Market volatility tends to unnerve even the calmest of investors. How do we know what to hold and how much to hold at any particular time? That’s a crucial question, but the answer does not need to be complicated.
Like in golf, planning for retirement is a game that requires strategy, focus, and a bit of finesse.
Many of my favorite content pieces from 2020 reflect on the themes of uncertainty, risk, change, and remaining optimistic in the face of unsettling circumstances.
