Charleston Financial Blog

Boomer Balance Sheets a Mess

Posted by Myles B. Brandt, CFP® on 25 February 2013

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Morningstar has a great article summarizing a study by the AARP Public Policy Institute with research based on the Federal Reserve Survey of Consumer Finances.

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Great Fund Bad Investor

Posted by Myles B. Brandt, CFP® on 5 February 2013

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One of our core beliefs is that market timing is mostly counterproductive. Although some market timing is based on strategy, fear and greed rule the hearts and minds of most investors. Because of this, investors, even professional ones, can under-perform the actual funds they are invested in.* This is called the Behavior Gap.

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