Some Inconvenient Truths on IPOs

Inconvenient Truths on IPOs

What could be more exciting than a well-known company floating its Initial Public Offering (IPO)? Tempted by the possibilities and often before the news even graduates from rumor to reality, investors clamor to climb on board the maiden voyage of a successful private company going public. A case in point is Twitter’s September 12 announcement, […]

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Making Sense of Fixed Income

Iceberg

Anyone who is keeping even a casual eye on financial headlines is aware that fixed income returns are a bit topsy-turvy these days. With bond prices reacting negatively to uncertain economic news, investments that are supposed to be our reliable safety net and income stream during troubled times are experiencing uncertain times themselves. Many investors […]

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Assessing Advisory Fees

You’ve probably heard us whistle this tune so often that you can sing along yourself: Among the best ways to maximize expected returns is to minimize the costs involved in achieving them.  This begs the question: What about those fees you pay us, your advisor? Are we earning our keep? It’s a fair and reasonable […]

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7 Financial Risks

Iceberg

There are 7 basic financial risks that many people face in their lives. 1) Dying too early can create economic problems for your survivors and beneficiaries as they may depend on your sources of income to make ends meet. 2) Incapacity & Disability are an often overlooked area which can devastate wealth whether by loss of income and / […]

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