Tag: portfolio management
Read This If Your Portfolio’s NOT Rallying…
Just last week I hung up the phone with a good friend of mine and felt compelled to write about our conversation. We talked about the stock rally underway and how his portfolio just isn’t keeping up. While on the phone with him I said, “I’d be happy to help you figure out why Mike.” […]
ETFs – Why You Should Be Using ETFs In Your Own Portfolio
I was at lunch the other day with a friend of mine. Bob and I have known each other for about 12 years now. We recently reconnected and met-up over lunch. It was perfect for me… he paid. (Those of you who know me know how frugal I am!) Anyway, we were talking about his […]
Portfolio Management
The other day I was reviewing my portfolio and I realized that it’s been a great year so far. I took a quick look at where we started the year and so far the markets in general have been kind to the smart (or lucky) investor. The Dow Jones closed at 13,577, up 8.8%, the […]
