"The Life Insurance Conversation" with clients is always a little awkward. Most people do not like discussing what would happen if they were to die. I was the same way, but now that I have kids my desire to provide for them helps me address this difficult subject. Term life insurance can be a cheap …
Month: June 2017
Single Stocks: Can You Handle The Risk?
When I meet a new acquaintance for the first time, more often than not, they want to tell me about the stocks they own. Apple and Tesla come up rather frequently, among other companies. They always seem somewhat disappointed when I tell them that I do not use single stocks in any portfolio that I …
Value Versus Growth – Time To Pick A Side?
I really try not to play the "value vs growth game" when managing client portfolios (think Exxon and AT&T when you hear "value", think Apple and Amazon when you hear "growth"). I call it a "game" because games have winners and losers and when you pick value or growth, you are either going to win …
