Tell Me How Much I Can Lose

Contributed by: Lewis J. Walker, CFP® The Wall Street Journal, Obituaries, 7/9/16, profiled Jona Goldrich, 1927-2016. As the paper noted, Mr. Goldrich, a “Holocaust survivor came to the U.S., took a bus to Los Angeles, cleared rubbish from construction sites and then built a real estate empire based largely on low-income housing.” Mr. Goldrich’s journey…

THE STRATEGIC FINANCIAL ALLIANCE ANNOUNCES COMMENCEMENT OF 2nd ANNUAL ADMINISTRATIVE EDUCATION CONFERENCE

— Event Forms Key Part of SFA’s Year-Round Program Focused on Training and Best Practices for Advisors’ Administrative Professionals —   ATLANTA, GA – July 12, 2016 – The Strategic Financial Alliance (SFA), a leading, privately-owned independent broker-dealer and Registered Investment Adviser, today announced the commencement of its second annual Administrative Education Conference, happening July…

THE STRATEGIC FINANCIAL ALLIANCE ANNOUNCES COMMENCEMENT OF 2nd ANNUAL ADMINISTRATIVE EDUCATION CONFERENCE

— Event Forms Key Part of SFA’s Year-Round Program Focused on Training and Best Practices for Advisors’ Administrative Professionals —   ATLANTA, GA – July 12, 2016 – The Strategic Financial Alliance (SFA), a leading, privately-owned independent broker-dealer and Registered Investment Adviser, today announced the commencement of its second annual Administrative Education Conference, happening July…

Low Interest Rates to Linger

Contributed by Lewis J. Walker, CFP® As reported in The Wall Street Journal, 7/2/16, on July 1, 2016, the yield on the benchmark 10-year U.S. Treasury note hit the “lowest level ever” at 1.385%. We underline the word ever to underscore the astounding fact that the yield on 10-year government paper has never been so…

Brexit, Populism, and Your Money

Contributed by Lewis J. Walker, CFP®  Brexit, the British vote to exit the European Union (EU), rattled global stock markets on Friday, June 24. Volatility is likely to continue. What does that mean to you as an investor? Benjamin Graham, the father of value investing, stated, “The (stock) market is not a weighing machine, in…