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How Your Peers Are Managing Their Money – Survey Results

Four weeks ago we had our newsletter subscribers participate in a survey and promised to share the results along with our thoughts on what they mean. Well the results are in and there are some interesting insights into what it means for you and your peers as you manage your money. We recognize that the data is not a perfect representation of investors as a whole.  Our subscribers are definitely a wealthier, more educated and more sophisticated slice of the population. Those subscribers who chose to participate may slant one way or another compared to those who chose not to. And finally, to keep it short and anonymous we didn’t get much of the detail that would have given even more insight into investor behavior. That said, below are the survey results and some of our thoughts on what they may mean for you as you consider your investments and
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Categories: Markets and Personal Finance.

Volatility Is The Price You Pay For The Returns On An Investment: The IGGA Podcast

If you are one of the many investors, who, like one of my client’s, has a misplaced notion of risk, you’ll get a lot out of today’s podcast. Also, you will probably want to talk with us about assessing how risk and returns play into your portfolio decisions. I can’t tell you the number of truly bright, hard working individuals that have deeply limited their portfolio’s value because they misunderstood risk. I hope you enjoy the podcast, and encourage you to give me a call to discuss how you should be looking at risk and investments for your time frame. Listen below.
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Categories: Personal Finance and Strategy.
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