Evaluating Risk In Your Investment Portfolio

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Q&A with Rob Goshen, Senior Vice President, Investment Advisory for Mesirow Financial Q: How should people at different stages of their life should be evaluating potential investments for risk level? A: What is risk? Risk is both the temporary and permanent changes in value of one’s portfolio over time. Clearly as we get older, we have […]

March 15, 2010 Read more.

Real Estate Investing and 1031 Exchange Tips from Ricky Novak

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Ricky Novak is the President of Strategic 1031 Exchange Advisors, a consulting firm in Atlanta that specializes in 1031 exchange structuring for real estate investors and developers. Ricky also currently serves as Chair of the Board of Directors for the Atlanta Bar Association Real Estate Section for 2009 to 2010, as well as on the […]

March 11, 2010 Read more.

Investing Tips from Wes Moss, Capital Investment Advisors

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Wes Moss, the executive Vice President/Chief Investment Strategist of Capital Investment Advisors (CIA) in Atlanta.  Wes works directly with clients providing investment strategy and guidance to help them meet their financial objectives, and will be joining us for our How To Invest in 2010 event March 27. Wes talked about a column he wrote for […]

March 10, 2010 Read more.

Big Fat Financial Lies- Great Financial Advice Costs Money

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Some financial advisors charge a lot for their advice. But how much work are they really doing for the money you’re paying? Most good financial advisors will give you a free initial consultation. They’ll get all of your information (which could be a 6-page questionnaire or longer, if they do it right) and then you’ll […]

February 23, 2010 Read more.

How to Invest Your Money in 2010

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We’ve been working on creating an outstanding day of information for those attending our latest Real World Seminars event, “How To Invest Your Money in 2010.” Here’s a sneak peak at what’s coming up: State of the Economy – And why it, and an era of rising interest rates, matter to consumers and investors Goal […]

February 15, 2010 Read more.

Fear Factor- Stocks, Bonds and Losing Principal

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Let’s face it: the decade from 1999 to 2009 stunk for investors (and the economy in general). It’s kind of a lost decade, with two recessions (including the worst recession in 70 years), millions of jobs lost, and a wipeout in the stock market. Not only did most investors lose whatever profit they had made […]

January 28, 2010 Read more.

Stock Market Timing- Does It Ever Work

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I don’t know any serious investor who hasn’t, at one time or another, questioned whether he or she could time the stock market. There are enough stock market “pros” out there, hawking newsletters and advice. While the better ones claim that no one can “time” the market, the timing of their newsletters make it seem […]

January 27, 2010 Read more.