Category: Asset Classes

April 13, 2016 Wyatt

There is no such thing as a safe investment. Cash isn’t safe, money markets aren’t safe, bonds aren’t safe, stocks aren’t safe, gold isn’t safe, real estate isn’t safe, and the list goes on and on. It’s sad news, but when you are dealing with your money it’s better to have the sad truth than…

February 18, 2016 Wyatt

The most common problem or mistake I see among prospective clients or investors is not having the correct asset allocation in their portfolio(s). What do I mean when I say “asset allocation?” When I say “asset allocation” I mean the mix of stocks, bonds, and cash within a portfolio. Too often investor’s get caught up…