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Six investment products you should avoid

Six investment products you should avoid Today there are a tremendous amount of investment options and products available that have no place being in the average person's portfolio. Slick marketing strategies lure unsuspecting people toward these highly engineered products and not even the person selling it understands completely. Investing is confusing enough and for most investors it's best to keep things simple.  The key similarity [...]

By |2019-01-10T15:27:28-07:00January 10th, 2019|

Is diversification enough anymore?

Is diversification enough anymore? Originally published in Business Pulse Magazine Winter 2017 issue. It is of common belief that diversification is seen as the only free lunch for investors. It’s an easy concept for clients to grasp, a simple tool to implement. And many financial advisors have steadfastly used it for decades as their primary tool in avoiding concentrated risk [...]

By |2018-08-08T15:20:14-07:00February 10th, 2017|

Doomsday commentators in mass media have minimal value in investing strategy

Doomsday commentators in mass media have minimal value in investing strategy Originally published in Business Pulse Magazine Fall 2016 issue. Today the world is full of professional market commentators sitting on the edge of their seats waiting for the ideal moment to share their “ultimate wisdom” (note sarcasm). When our financial markets sell off from a negative event, such as [...]

By |2018-02-05T17:42:54-07:00October 18th, 2016|

Crucial difference between an advisor and a manager

Crucial difference between an advisor and a manager Originally published in Business Pulse Magazine Summer 2016 issue. As an investment professional I'm often referred to as a financial advisor, which is accurate – though only in certain ways. The term financial advisor is not my favorite and I seek to avoid using it as much as possible. The problem [...]

By |2018-02-05T17:42:13-07:00August 1st, 2016|

Divesting of fossil fuel-related opportunities is hogwash

Divesting of fossil fuel-related opportunities is hogwash Read my column in the Winter 2015 Business Pulse Magazine. An environmental movement that is gaining traction suggests divesting large-investment portfolios from owning fossil fuel-related companies. Across the nation, especially many universities and their boards watching over foundations (such as WWU’s right here in Bellingham) and endowment funds have experienced pressure to make [...]

By |2018-02-05T17:48:13-07:00January 11th, 2016|

Advantages of fee-only advisors

Advantages of fee-only advisors Read my column in the Fall 2015 Business Pulse Magazine. I understand that researching investments is not an easy task and your time is more valuable elsewhere, therefore you choose to hire someone to do it on your behalf. The decision to hire a financial advisor brings a whole new set of questions to the [...]

By |2018-08-08T15:19:48-07:00October 7th, 2015|

Investing and emotions… they don’t mix.

Investing and emotions... they don't mix. In this summers issue of the Business Pulse Magazine I wrote a feature explaining in part my Strategic Growth Opportunities model and how it is designs to take advantage of investors emotions. Read the excerpt below or click image to find the full article. Do you wish you’d bought a house four or five [...]

By |2018-02-05T17:49:02-07:00July 6th, 2015|

2020 Vision, Business Pulse Magazine

Say goodbye to 2014 and hello to 2015. We reflect on the year but even more importantly we look at what lies ahead. As featured in this winters (2015) edition of Business Pulse Magazine I was asked to envision the future of the investment services industry. Technologically speaking the changes that take place in the next five years will equal that of the last [...]

By |2018-02-05T17:51:15-07:00December 29th, 2014|

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