Market Summary – Q3 2011
What’s Been Happening?
Stocks all over the globe fell precipitously starting in the middle of the third quarter. The small stocks and relatively cheap “value” stocks in the mutual funds we use suffered even more.
Read MoreSeptember 2011 Newsletter: All About Risk
Do you feel an oversized dread for something as unlikely as a shark attack, yet feel safe driving a car? What makes something feel risky? What is your personal tolerance level for risk? We worked with a client recently who had just celebrated a big round birthday number, just a number, but it affected her risk tolerance. Another client was affected by a real estate investment that went south at the same time that his stock portfolio was swooning with the markets. Why do we care so much about this topic? Because we want clients, like you, to avoid making the wrong choice at the wrong time if...
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