This may be one of the strangest investment stories of the year: Jim Cramer, the cable television madman who rants about buying stocks, now says most investors should use index funds. Wait a minute, this isn’t the same Jim Cramer who ran a hedge fund and whose Mad Money show on CNBC nightly touts individual stock plays, is it? You […]
Month: January 2008
Have the bear market jitters? Here is how to survive and thrive
Recession fears, rising unemployment, and stock markets plunging worldwide: What’s a poor investor to do? Not only are the headlines scary and unsettling but so are the monthly statements from your broker showing a drop in your portfolio value. It can be very hard to maintain your focus and long-term commitment to the stock market when investors all about you […]
Client Letter – Q4 2007
Happy New Year! The year 2007 was the most volatile year we have had since 2002. Our overall returns for the full year ranged from 4% to 7%, depending on the level of risk in your portfolio. So, it turned out better than you probably thought! As you can see from the chart below, the worst performing asset classes were […]