Byron Moore, CFP® and Mike Jones

Wisdom on Wealth

Investment Insights: 3rd quarter, 2013 review

By Mike Jones, posted October 15th, 2013

Welcome to the first ever Wisdom on Wealth quarterly portfolio review!  Just a word to begin: while all investors certainly can find this information insightful, I've written this specifically for clients invested in one of our statistically driven, dynamic asset allocation models.

Investing Truth No. 2: You haven't completely missed the boat!

By Mike Jones, posted September 19th, 2013

Most people think of investing as a personal activity that directly impacts their individual future.  However, most of what we are taught is really only applicable to investors en masse, i.e. the market-at-large, and over large periods of time.  Over the next several months I will share 10 points that I believe every investor should know prior to committing funds to any investment program.

Last month I discussed secular bull and bear markets and showed how "successful" investing is contingent on your birthday. Recall that when you begin investing--because of the long term cycles experienced in the market--often impacts returns far more significantly than what you invest in.

What to do when feeling financially frazzled

By Byron Moore, posted September 19th, 2013

Question: I am dealing with some financial pressures that I've never had before. As a result I am just totally overwhelmed. Some days I can hardly get any sleep. Any advice?

Answer: Some financial stress is fact of life in our modern world. Normal.

Are you working with an advisor or a salesman?

By Byron Moore, posted August 15th, 2013

Question: I get zero attention from my broker.  I know my account is not his biggest, but I always have to call him to suggest changes, and that's if I can get him on the phone.  Isn't he supposed to be advising me, not the other way around?

Answer: Actually, no. That's not his job.

Investing Truth No. 1: Good investing really starts the day you are born

By Mike Jones, posted August 15th, 2013

Most people think of investing as a personal activity that directly impacts their individual future.  However, most of what we are taught is really only applicable to investors en masse, i.e. the market-at-large, and over large periods of time.  Over the next several months I will share 10 points that I believe every investor should know prior to committing funds to any investment program.

Everyone's experience with investing will be unique. And, for better or worse, how well you do with your investments will be largely determined by your birthday.

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