Hi Everyone, As I head off to spend the holidays with friends and family, I want this last post of 2012 to express my deep gratitude for you, the investor. Not a day goes by that I am not awestruck by the faith you place in me. I am keenly aware of it and strive daily to do the best I can for you. The holidays are a time to say thank you. If I could wrap my arms around each and every one of you, I would. I hope you'll simply read this and know … [Read more...]

Hi Everyone, I've spent quite a bit of time this week thinking about the investment ideas that worked well the past couple of years and those that didn't. I'm very disappointed that investing in infrastructure wasn't particularly profitable. It should have been. It needs to be. Here's more on it, Susan Investing in Infrastructure Knowing when to invest in a particular sector is important. I've always thought it was common sense. … [Read more...]

Hi Everyone, Your investment plans for 2013 should be in place before year-end. If you need to come in and see me to get it done, let's do it. The issues surrounding the year-end changes to tax codes and spending shouldn't be dictating what you need to do. Please don't let it, Susan Think Quality Not Cliff Equities: Focus on Quality "There have been a variety of recommendations by strategists on which sectors and stocks are … [Read more...]