Your Mutual Fund Managers
Following a less than spectacular first month of the year, February rolled back to bring the year close to even as measured by the Market Indices. This muddling along action is quite common after a year in which the equities rebounded nicely from lows.
The Advisor - Spring 2005
Continue to be smart with your money, methodically add to your investments if you are still in the growth mode, watch your debt since interest rates will most likely rise as the economy heats up, be wary of greed as market values increase and re-allocate some profits off of the big gainers to the other sectors in your portfolio.
The Advisor - Winter 2004
Simply put, diversification is the conscious decision to not achieve the highest returns in exchange for not achieving the lowest returns. This is an emotional decision that is tested to its limits during extreme up and down periods. Those whose conviction holds true are ultimately rewarded in the end.
The Advisor - Summer 2002