Hi Everyone, The week has shown a return of volatility and, in my view, this will be a fairly common event in 2015. This update is dedicated to addressing our rational approach to these markets. Here you go, Susan Risk and Return Prudent investing is a rational process. It involves deciding how much risk to take, then choosing asset classes to match an investor’s preferred risk-return tradeoff. Core beliefs: Securities are … [Read more...]
Archives for January 2015
New Plan for New Year – “Susan On Money” for Week of January 5, 2015
Hi Everyone, Here’s wishing you the best in 2015. Our outlook is positive and we want to make certain adjustments are made to financial plans, where needed, and that all communication lines are open so we can take full advantage of opportunities. Let’s get going, Susan Outlook We are thinking that 2015 will be kind to U.S. equity markets and would not be surprised to see high single digit returns. Certain sectors could perform in … [Read more...]