Stock Portfolio

More Talking Points for Clients and Investment Advisers

Norb Vonnegut | Posted 09.19.2009 | 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 06.14.2009 | 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 12.12.2008 | 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 04.15.2008 | 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...