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Stock Portfolio

A Tale of Two Investors

Dan Solin | Posted 06.29.2014 | Business
Dan Solin

Like many investors, Paul and Mary don't trust Wall Street. They believe the stock market is rigged against small investors. They wish they didn't have to invest at all. However, they have done their homework and understand the impact of inflation on their purchasing power.

Is It A Terrible Idea To Own Shares In Your Company's Stock?

Reuters | Posted 07.15.2012 | Money

By David K. Randall NEW YORK, May 15 (Reuters) - Buying stock that then falls sharply is painful, especially for investors who also ha...

Paying More in Fees Can Get You Less in Returns

Dan Solin | Posted 01.22.2012 | Business
Dan Solin

I recently reviewed the portfolio of a young man who had inherited almost $1 million. He thought his portfolio was "well diversified" because almost all of it was invested in an S&P 500 Index Fund. Several issues were apparent, which you might be able to relate to your investments.

Rich and Poor Serve Their Wall Street Masters

Dan Solin | Posted 05.25.2011 | Business
Dan Solin

I am often accused by brokers of being too hard on them. They say I cherry pick bad portfolios and there are many "hard working, honest brokers" who do the right thing for their clients. I used to believe it. I no longer do.

Americans' Wealth RISES For 4th Straight Quarter

AP | JEANNINE AVERSA and DAVE CARPENTER | Posted 05.25.2011 | Business

WASHINGTON — The rebuilding of Americans' wealth is proceeding in steps rather than strides. Households' net worth rose last quarter – th...

More Talking Points for Clients and Investment Advisers

Norb Vonnegut | Posted 05.25.2011 | Business
Norb Vonnegut

I invest my clients' portfolios by focusing on their cash needs first: renovations to a house, capital calls from other investments, and tuition for example. These discussions are tangible.

What Do Handmade Soap, Recycled Tires, And Yoga Have In Common With Coca Cola And Walmart?

Ed and Deb Shapiro | Posted 11.17.2011 | Healthy Living
Ed and Deb Shapiro

A shift is now taking place in the way we live that is affecting us all. It asks us to reconsider what our priorities are, who we want to share our li...

The Perfect Storm: False Prophets and Bad Advice

Dan Solin | Posted 05.25.2011 | Business
Dan Solin

Advisors who want to be honest will tell their clients they have no idea when the markets will "reach the ultimate bottom." All we can realistically do is place the current markets in historical perspective.

"Toxic" Stocks To Avoid

BusinessWeek | Gene Marcial | Posted 05.25.2011 | Business

Bullish noises for the market abound. Fed Chairman Ben Bernanke makes it clear that he's prepared to pull out all the stops to prevent economic collap...