Investing

Surviving Another Election

With the state primaries in full swing, election coverage will be in our faces for the next eight-plus months. Election years are definitely not one of my favorite years. The non-stop coverage is quite fatiguing. Allow me to add to the fatigue but from an investment market perspective. Two years ago it seemed a foregone …

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Investing

Probate

I had a really interesting conversation at a meeting yesterday with several individuals employed in different industries. The topic of probate came up along with ways to avoid probate. Before I go any further, let me start by saying that a lot of us don’t give sufficient attention to estate planning issues. We may have …

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Investing

Portfolio Management

I’ve been finding many people are becoming increasingly confident in their ability to manage their own investments. Somewhat surprisingly, many of these people are picking individual stocks and aren’t diversifying outside of stocks. In other words, 100% of their portfolios are invested in stocks, most often U.S. stocks exclusively. The level of overconfidence appears to …

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