Co-authored by Tim McCarthy and Dan Kern What percentage of people lose money in the stock market? How? The average investor does not do well at investing. Based on comprehensive work of Richard Bernstein Advisors, if you look at asset class performance between 1992 and 2012 then even inflation has …
Tim McCarthy gives advice to advisors on what to do when the client is wrong. Managing expectations and keeping the clients happy is very important, but also motivating the client to continue to “trickle invest” despite the volatility in the markets. There is a very helpful diagram in the article …
Tim McCarthy gives advice about diversifying across different asset classes and different countries through an easy to understand approach. Approach investing like you approach eating healthy. http://www.forbes.com/sites/tmccarthy/2014/04/15/the-investing-diet-six-tips-for-a-healthier-portfolio/
Tim McCarthy writes a well written article about selecting investments for retirement and gives specific examples on international investing, fixed income, REITS, stocks, and stock funds. http://money.usnews.com/money/blogs/the-smarter-mutual-fund-investor/2014/04/25/how-to-select-investments-for-your-retirement-accounts
The Safe Investor teaches investors how to organize their savings into three “pockets”. This makes it easier for them to budget their savings and investments into three categories: savings, investing, and trading. First, sit down with your financial advisor to discuss about a savings plan. Relevant information include your take …
