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The Folly of Performance Chasing Investing

The Folly of Performance Chasing

Every big-city commuter knows the feeling: The cars ahead of you haven’t budged in ages, but the lane to your right is moving along smartly. You ease into the “fast”…
AdvicePeriod
AdvicePeriodMarch 17, 2016
Are You Overpaying Your Financial Advisor? Fiduciary Advisors

Are You Overpaying Your Financial Advisor?

It wasn’t that long ago that stockbrokers could earn significant commissions—upwards of $100 per trade—by talking their customers into buying the latest hot stock. There were sales of touchdown bonds;…
AdvicePeriod
AdvicePeriodMarch 10, 2016
Control and Access: The Case for Estate Planning Estate Planning

Control and Access: The Case for Estate Planning

Let’s be frank—estate planning and discussing the prospect of dying aren’t any fun. After all, who wants to invest time and money preparing for a scenario in which they are…
AdvicePeriod
AdvicePeriodFebruary 18, 2016
Which Way Is Up? InvestingWorth Sharing

Which Way Is Up?

As a pilot you learn to trust your instruments and ignore your gut; and in a turbulent storm that discipline can save your life. Our job as wealth advisors is…
AdvicePeriod
AdvicePeriodFebruary 11, 2016
Football and Financial Planning: Sticking With a Rational Game Plan Fiduciary AdvisorsInvesting

Football and Financial Planning: Sticking With a Rational Game Plan

It’s Super Bowl season, and I’m once again reminded of the unlikely parallels between football and investing. This connection dawned on me 12 years ago, when a storied NFL quarterback…
AdvicePeriod
AdvicePeriodFebruary 4, 2016
Worth Sharing: Sell-Offs Without a Recession InvestingWorth Sharing

Worth Sharing: Sell-Offs Without a Recession

It's no surprise that the global equity markets have started the year on a volatile path.  The assumed culprit is the fear that a potentially global economic slowdown is intensifying. …
AdvicePeriod
AdvicePeriodJanuary 20, 2016
Why You Should Let 2015 Go (and maybe 2016, too) Investing

Why You Should Let 2015 Go (and maybe 2016, too)

There’s no doubt that 2015 was a frustrating year for many investors: With stocks, bonds, cash and commodities all flat or down, there was almost no way to make money…
AdvicePeriod
AdvicePeriodJanuary 14, 2016
Get Wise to Your Advisor Book Review Other

Get Wise to Your Advisor Book Review

Steve Lockshin's book, Get Wise to Your Advisor: How to Reach Your Investment Goals Without Getting Ripped Off, was recently reviewed by Jean Brunel, Managing Principal of Brunel Associates, LLC in…
AdvicePeriod
AdvicePeriodMay 19, 2015
“I’m Here to See the Animal!” Investor Behavior

“I’m Here to See the Animal!”

What if you went to the zoo with your family, bought a ticket, and exclaimed to anyone who might listen that you “couldn’t wait to see the animal!” People would…
Steve Lockshin
Steve LockshinFebruary 9, 2014
Putting the “Trust” Back in Trustee Fiduciary Advisors

Putting the “Trust” Back in Trustee

For families using a trust to protect and transfer assets to succeeding generations, choosing the right trustee is critical. Trustees—who can be an individual such as a relative, or an…
Steve Lockshin
Steve LockshinJanuary 31, 2014
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