Posts Tagged ‘stock market investing’

Dissecting the Dashboard: Part 2- Risk/Volatility

Monday, June 21st, 2010 by Charles Mayfield, CFP®

  Evaluating a portfolio’s holdings is tricky business.  In our previous discussion, we focused our attention on performance versus benchmarks and peers.  Knowing that a manager performed better than their benchmark and/or ... more »

Armchair Quarterback- Looking Back to the Bottom

Monday, May 3rd, 2010 by Charles Mayfield, CFP®

This week, I received a performance piece in the mail from one of the money managers we use with our clients.  Its focus was on dealing with investor behavior and the ... more »

The Fantasy Portfolio

Monday, January 18th, 2010 by Charles Mayfield, CFP®

As we approach the kickoff for Super Bowl XLIV, I can't help but wonder how many Americans are frantically trying to make those last few lineup changes to assure themselves of ... more »

Good Apples & Oranges help avoid Lemons

Tuesday, December 22nd, 2009 by Charles Mayfield, CFP®

There are certain inevitable truths to our business.  Much like in life, we should frequently be reminded of how certain aspects of the world work in order to save ourselves the ... more »

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 »

From Chasing Gold to Chasing Your Tail

Monday, June 15th, 2009 by Charles Mayfield, CFP®

The recent months in the equities market have seen some pretty serious returns.  Are we over this slump?  Is the future going to be bright from here on?  If you know ... more »

Roth IRA Conversions

Thursday, March 5th, 2009 by Cass Chappell, CFP®

  I have been searching for ANY silver lining to the current stormy clouds that almost all investors have been weathering. 2010 should be an exciting year for investors who are still saving ... more »

“How Much is Enough?”

Wednesday, January 14th, 2009 by Cass Chappell, CFP®

As financial planners, we are frequently asked about “sustainable withdrawal ratios”, or in other words, “How much money do I need to retire?” It seems as if there are as many articles ... more »

Focus on the Fundamentals

Tuesday, October 21st, 2008 by Cass Chappell, CFP®

Last week the Dow Jones Industrial Average had its best week since March 2003, up 4.8%.  What is particularly noteworthy about the week was that it included the best day since ... more »

Words of Wisdom From a Legendary Investor

Monday, September 29th, 2008 by Cass Chappell, CFP®

  As much as I would like to come up with witty things to say or profound ideas about investing that are fresh and inspirational, sometimes you just have to "borrow" it ... more »