Posts Tagged ‘Diversification’

Dashboard Dissected: Part 3- Asset Allocation

Monday, June 28th, 2010 by Charles Mayfield, CFP®

In keeping with the mindset that an Investment Dashboard should be a turnkey tool, providing all the relevant information pertinent to making sound decisions for a client’s portfolio, it only makes ... more »

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Out with the Old, In with the New!

Friday, July 24th, 2009 by Charles Mayfield, CFP®

        But what if the old still works?  Well, I guess you want a little bit of both.  As many of you have probably guessed from one of Cass’ recent posts (http://atlantaplanningguys.com/?p=239), he ... more »

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Corporate Cuts: Don’t be “Double-Dumb”

Monday, March 30th, 2009 by Charles Mayfield, CFP®

I got the "double dumb" phrase from one of my earliest career mentors, Bill Lohnes.  Bill was the managing director with the company Cass and I worked with before starting our ... more »

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Turn for the worse. Now What? – Four keys to investing over the next year

Thursday, November 20th, 2008 by Cass Chappell, CFP®

The major stock market index has closed today at an 11 ½ year low.  The S&P 500 closed at a level not seen since April 14, 1997. Since our week-long, daily barrage ... more »

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America is “Overweighted”

Monday, September 8th, 2008 by Charles Mayfield, CFP®

We have certainly heard quite a bit about the obesity issue in the country.  People are eating too much and not exercising enough.  There is another problem that we run into ... more »

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