Chuck CarnevaleSeptember 14, 2015 Introduction What is the best way to design or construct a common stock portfolio? This is a question I am often asked and my short answer is always the same – it depends. The truth is, there is no perfect method or strategy for designing a stock portfolio that is right … Continue reading Designing the Appropriate Common Stock Retirement Portfolio: Stock Selection Options Part 1
Chuck CarnevaleAugust 24, 2015 Introduction Investing money in anything is never without risk. When investing in liquid investments, prices can and do fluctuate daily. Importantly, all liquid investments can fluctuate in price, and that includes both stocks and bonds. I mention this because price volatility, especially when investing in common stocks, represents one of the … Continue reading In Today’s Overheated Market, Control Risk in Your Retirement Portfolios with Sound Valuation
Kathy Richardson-MauroJune 6, 2015 We find frequently that business owners who are looking to transfer out of their businesses focus a lot on the financial aspects of the process. However, as we’ve often discussed, there are a number of non-financial aspects of a business transition that need attention, as well. The non-financial issues are equally … Continue reading What Business Owners Can Learn from the Retirement of 3 TV Personalities
Summary: Two of our greatest challenges in the 21st century are climate change and management of economic crises. They’re similar in that their mathematics are unlike that of the normal life — the routine world of averages, variances, and bell-curve distributions. These phenomena take us deep into the mysteries of science. Before we can predict … Continue reading A guide into the weird numbers that run our world, describing both financial bubbles & climate change
