All posts by: lanergyadmin

Global diversification gives investors a valuable tool for managing risk and volatility in a portfolio. But smart diversification has an important side effect. It requires maintenance....

Choosing a basic stock-bond mix is an important first step in portfolio design. Although the decision may appear simple, it can have a profound impact on your wealth....

Pundits have been predicting the rise of inflation for some time now, arguing that interest rates are so low that “they have nowhere to go but up.” The reality, however, has been the opposite and real interest rates have reflected...

November 2011 | Eric Rasmussen, Financial Advisor Magazine Financial advisors discuss their strategies for retirement withdrawals in an era where every day in the markets is a new roll of the die....

November 7, 2011 | Michael Pollock, The Wall Street Journal October’s surge helped many mutual funds bounce back It was also a vivid reminder of what has become a fact of life for stock investors: It’s crazy out there. And...

October 1, 2011 | Katie Kuehner-Hebert, Financial Planning With a little creativity, planners are attracting clients who may stay with them for life. The Generation Y crowd in their late twenties and early thirties may not have much cash to...

September 15, 2011 | Emily Brandon, U.S. News and World Report/Money and Retirement Section Twentysomethings will need to save much more than their parents did for retirement Retirement won’t be impossible for Generations X and Y, but they will need...

August 15, 2011 | Catey Hill, Smart Money This past week’s historic market gyrations have most investors worried, but none more so than retirees, who have a fixed pot that has to last as long as they do. And when...

Dear Clients, The credit rating downgrade of US Treasuries discussed in a previous communication has come to pass.  Yesterday, S&P lowered the rating for US Treasuries to AA+ from AAA.  As noted in that earlier communication, it is likely that...

A version of this letter was originally sent on July 24, 2011 Dear Clients, I am sure that you have been following with concern the political drama unfolding in Washington around the issue of raising our nation’s debt ceiling. At...