Asset allocation, flexibility and retirement
Too many investors focus on absolute returns and less on relative return or their net return after taxes
Financial Advice
Avoiding risk can be the biggest risk of all
Playing it “safe,” mostly by investing in bonds, can lead to a lifestyle-draining predicament
Despite 4Q loss, Bottomline finishes FY in the black
Bottomline Technologies posted a net of loss of $1.2 million in its last quarter of the fiscal year. The company would have had the potential for a higher "core net income" if they ignored GAAP factors.
A word of warning to bond buyers
A new client recently came to me, having bought a bond fund almost a year ago at a local branch of a large bank. His goal was to invest in the bond fund for a short period of time and…
