When I am combing through our investment research I always look for defined market risks. I don’t want to miss anything. After all, risk matters a lot to our clients no matter what stage of life they are in. When I see risks that are familiar to me, I have two reactions. The first is […]
Building on her March 7th blog, Betsey Purinton spoke with WJAR’s Frank Coletta about factors to consider when evaluating your bond holdings.
It is easy to ignore bonds. Bonds don’t generate the same flashy headlines as stocks, (“DOW 21,000!!!”). Bonds also don’t swoon or shoot up the way stocks do. When was the last time you heard investors talk in near panic terms about a bond market “crash?” or coo about “new highs?” In spite of their […]
It was so clear, right? Trifecta. We were headed for tax reform, infrastructure spending and deregulation. The economy was about to take off, replete with a rising dollar and budding inflation. At least that was the popular story at the beginning of the year. Not so fast. Nothing is as easy as it seems. Distraction […]
Investors are forever hopeful (why else would we invest?). And the start of a new year often brings outsized optimism. 2017 feels particularly bullish for the equity markets, however, with both investors and businesses cheering. I feel the same hopefulness, but I am reminded that 2016 was humbling in many ways. 2016 did not go […]
While the nation is adjusting to this year’s unprecedented election, it is important to take the longer view. Every four years a substantial part of the electorate is devastated by election results while an equally large number of individuals are elated and filled with great hope. In spite of the extreme vitriol expressed by the […]
When I am discussing money with clients, the elephant in the room is “inheritance.” For the generation above, this means how much they want to leave to heirs and how they want the assets divided. For the generation below this involves how much an inheritance could affect key choices they make about where they live, […]
TV Interview: Betsey Purinton with Frank Coletta from WJAR/Channel 10: When Your Investment Turns BubblyOctober 5, 2016 1:38 pm
Building on her most recent blog, Betsey A. Purinton, CFP® spoke with WJAR’s Frank Coletta about favorite investments falling out of favor.
Back in the fall of 2000, I suggested to my Mother that she pull back on her portfolio’s stock exposure. My mother was a competent do-it-your-selfer, relying on Value Line and annual company reports to come up with the list of large cap domestic stocks she invested in. At age 85 her portfolio was about […]
Building on her June 27th blog, Betsey A. Purinton, CFP® spoke with WJAR’s Frank Coletta about the potential financial repercussions of Brexit.