Our Resistance Can Sabotage Us
One of the more interesting features of social media is the digital archive it keeps of our posts....
Read Moreby Michael H Baker | Sep 6, 2021 | Financial Planning, Investor Education, Retirement Planning
One of the more interesting features of social media is the digital archive it keeps of our posts....
Read Moreby Michael H Baker | Jun 29, 2021 | Financial Planning, Investing, Investor Education
HALFTIME 2021: A Discussion About the Economy and Markets For those who don’t wish to watch...
Read Moreby Michael H Baker | Feb 23, 2021 | Investing, Investor Education, Retirement Planning
One of the most important roles for financial advisors is that of behavioral coach and information...
Read Moreby Michael H Baker | Feb 13, 2021 | Financial Planning
By the time you read this, Tom Brady will have played in his 10th SuperBowl. No matter your...
Read Moreby Michael H Baker | Sep 9, 2016 | Financial Planning, Investor Education, Retirement Planning
Is it possible for financial planning themes to be at the center of a critically acclaimed film? Most would say, “Not likely.” However, if you throw in a killer script, some bank robberies, and great acting performances, you...
Read Moreby Michael H Baker | Oct 2, 2015 | Financial Planning, Investing, Investor Education, Market Reviews, Retirement Income
In the next few days, many investors are going to see their quarterly performance reports for 3Q of 2015. While we financial planners would hope that it would be only a trivial matter, as investing is a long-term game to be...
Read Moreby Michael H Baker | Oct 3, 2014 | Investing, Investor Education
We live in a world that rewards speed. Athletes today need to be faster and more powerful....
Read Moreby Michael H Baker | Jun 25, 2014 | Financial Professionals, Investing, Investor Education
Many investors rely on fixed income securities, especially those with conservative risk tolerances. In times of low interest rates and elevated interest rate risk, bonds with credit risk can be a useful tool to help mitigate these concerns. In a sense, investors have the opportunity to swap a portion of their interest rate risk for credit risk, ultimately decreasing a bond portfolio’s total interest rate risk. This tradeoff may not make sense in every environment or for every investor. However, bonds that contain credit risk present another option for income generation and risk management, as opposed to relying solely on very interest rate sensitive bonds.
Read Moreby Michael H Baker | May 27, 2014 | Investing, Market Reviews
Although stocks posted blockbuster returns in 2013, many investors opened their year-end statements and found much more modest returns. A portion of these conservative or diversified investors promptly selected portfolios of...
Read Moreby Michael H Baker | Jan 28, 2014 | Investing, Investor Education
“Knowing WHY is essential for lasting success and the ability to avoid being lumped in with...
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