Concentrated Stock Can Be Hazardous To Your Wealth

First, we must ask “What do we consider a concentrated stock position?” The rule of thumb is 10% of your investable net worth. Now, rules of thumb can sometimes get us in trouble, but the risk should be looked at from a holistic perspective. Read More

Dot Your I’s and Cross Your T’s

There are a lot of details in financial planning. Most of the time we concentrate on the big things, but what about the little things? “Pick up the Pennies,” so to speak. Read More

Sell in May and Go Away!

Many investors have heard this saying before; the idea is to sell out of the market on May 1st and get back in on October 1st to avoid the summer months of lower returns. Read More