You Should have a 5 or 10 Year Investment Horizon – Really!

I am still hearing financial gurus telling everyone that they should take a 5 or 10 year time horizon when investing in stocks. This bears no relationship to what happens in the markets. It’s nonsense. Taking any sort of fixed period as a basis for investing that takes no account of how that investment will […]

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7 Steps to Timing a Buy and Hold Strategy that Works

Right now the managed fund industry is still in denial that “buy and hold” has failed and will always fail in the long run. Or should I say it will fail every 5-7 years as the funds run up stock prices to unsustainable levels. This is your opportunity to play a winning hand by “timing […]

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Baby Boomer’s Email to Their Financial Planner August 2007

I emailed my financial planner in August of 2007 about my concerns for protecting my nest egg. Subsequent event show they were well-founded. Between the letter, this email and several other emails asking more and more questions to which I really didn’t get any answers I could rely on, I waited until the November 12th […]

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