by Joe Clark | Sep 5, 2019 | Blog, Investments
Business CEOs and their boards must make many decisions: Where do they invest in their business? Do they add new business models, buy competitors or dive deeper into their niche? What do they do with leftover profits? Amid all of these questions, a key consideration...
by Joe Clark | Aug 28, 2019 | Blog, Investments, Your Life After Work
Have you ever noticed when you buy a car that it seems many other drivers suddenly made the same choice? It is often known as the Badder-Meinhof phenomenon otherwise known as frequency illusion or recency illusion. When you buy a new car, it might be frustrating, but...
by Joe Clark | Aug 15, 2019 | Blog, Investments
Do as I say not as I do! There are two schools of thought on what to do with a large single payment regarding investing. The math clearly states you are better off to invest the lump sum rather than put in money over time. The key is your holding period or how long...
by Joe Clark | Aug 7, 2019 | Investments
In 1924 there were no fax machines, email or cell phones. There also weren’t easy ways for common people to invest their money. This was the Roaring 20’s and people wanted their share of the excitement. The solution was to create three types of investment trusts...
by Joe Clark | Jul 24, 2019 | Investments
The majority of mutual funds that are used in retail investment accounts and 401k plans are considered to be open-ended. Simply put, you invest your dollars in a fund with many other investors. The manager of the fund then buys stocks, bonds or both and divides the...
by Joe Clark | May 2, 2019 | Blog, Investments
How often have you sat in the doctor’s office with an ailment that you don’t mention? The pain isn’t picked up on the yearly checkup, and the doctor sends you away, thinking you are feeling well. Going to the doctor and not telling the truth is not only...