Archive for January, 2011

20/20 Hindsight

By • Jan 18th, 2011 • Category: Mutual Funds, Personal Investing, The Economic Scene

“You should have seen it coming!” Of all the things clients have said to me over the years, that one phrase stings most. In particular, I remember when it was said by one woman, a long term client. I was attending a financial conference; my staff had called my cell phone with the message that […]



Accredited Investors

By • Jan 7th, 2011 • Category: Investor Mistakes, Personal Investing, The Economic Scene

Some SEC regulations are there to protect us from doing dumb things. That’s a good thing, since the world is full of people who would take advantage of unsophisticated investors. Among the safeguards is a set a rules which allow only “accredited investors” to move into what are rightly perceived as complex investments, including so-called […]