3 mistakes people make when hiring an adviser.
Shop Talk
Here, you'll find a little about what we're thinking.
Justin has a YouTube channel with vlog posts (The Fixer) and interviews with business owners. He also posts a monthly letter called "The Struble Wave". Laird irregularly posts "Random Missives" which you can subscribe to HERE. Bobby keeps promising a podcast rant but we haven't heard it yet. Stay tuned. You can also reach out to us for info or to subscribe to our content by clicking HERE.
Happy reading.
How Do You Determine If The Market Is Overvalued and Time To Sell?
Sell in May and go away?
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There is no shortage of investing strategies but successful ones generally follow some common principles laid out by Benjamin Graham (with my paraphrase and comments):
- Always invest with a margin of safety by finding good companies trading at a fair price or better.
- Expect volatility and profit from it being cautious when the market is irrationally exuberant and dollar-cost averaging your purchases.
- Know what kind of investor you are – are you a long-term investor or a trader? Both make money but in very different ways.
Of course, you could always hire a professional to either help you or take on the investing task for you. Your money, your choice.
The Fixer Interview Series – Ken Updegrave – Reverse Mortgages & Home Equity
Ken has worked with Reverse Mortgages for over a decade and specializes in helping senior/retirees utilize home equity for income or strategic wealth strategies. He discusses the different types of Reverse Mortgages and the qualifications to apply.
The Fixer Interview Series – Jessica Scott – Brown Advisory – Generational Wealth
Interview of Jessica Scott of Brown Advisory on Generational Wealth and how she and Brown work with their clients. It was great to chat with Jessica and share her story and some of the unique challenges and goals she faces with her Financial Planning clients at Brown.