Tim McCarthy talks about investing advice once your portfolio has gone up a lot and the issues associated from being overexposed from an over concentrated position. So the question is, what do you do when the stock market goes up at all-time highs and your position in US equities has …
Crain’s Wealth asked two investing experts for the strategies they would suggest to someone around the age of 50 who wants to shore up their retirements. Charley Ellis is the author of the bestselling investment classic Winning the Loser’s Game and the co-author of an upcoming book about how individuals, …
By Luciana Seabra | From Valor Economico Newspaper Would I sell this product to my mother? Anyone who works in the financial services industry should be asking this question, says Timothy McCarthy, who presided over Charles Schwab for three years. Tim was a pioneer in popularizing investments through the concept …
