BY CHRIS HANLY, CFP® INVESTMENT CONSULTANT, GARY GOLDBERG FINANCIAL SERVICES Markets are turbulent, we all know this. During most of our investment lifecycle this can be a positive as it gives investors an opportunity to “buy on the dip” as so many say. However, for retirees and those who are in the distribution phase of […]
BY CHRIS HANLY Investment Consultant, Gary Goldberg Financial Services A recent investor survey by Charles Schwab caught my eye. In essence, it detailed that over 90 percent of those surveyed were either somewhat or very frustrated with their 401(k) accounts and that just as many felt it was “up to them” or they had to […]
BY CHRIS HANLY Investment Consultant, Gary Goldberg Financial Services How to make your savings last? That is the most serious question and challenge investors face today. With life expectancies rising, interest rates dropping to near zero, and market uncertainty remaining at the forefront of investors’ minds, planning for retirement – aka 30 years without a […]
Product vs. Process BY CHRIS HANLY Investment Consultant, Gary Goldberg Financial Services With the first half of 2013 coming to a close, I’ve been meeting with clients regularly to review their portfolios and discuss our results from the preceding 6-12 months. Needless to say, there’s been a fair amount of smiling and sincere thanks. While […]
We’re over the “cliff,” now what? BY CHRIS HANLY Investment Consultant, Gary Goldberg Financial Services If you’re anything like me, you’ve uttered the phrase “If only I had bought …. back then.” Well, back then may be right now. One of the major concerns for markets has been the pending fiscal-cliff and what tax rates […]
Be greedy when others are fearful and fearful when others are greedy BY CHRIS HANLY Investment Consultant, Gary Goldberg Financial Services So goes one of my favorite sayings by investment great Warren Buffet. To be sure, as money managers, we (Gary Goldberg Financial Services) have a much more deliberate approach to investing. However, as investor […]