Tag: leverage hurts

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Market is a great teacher!

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The markets – capital markets especially is a great teacher. However, the characteristics of this teacher are unique: 1. Takes the fee upfront 2. Lessons are taught the hard way, but students do not remember it long enough 3. Never negotiates fees – the dumber the student the higher the fee, and no mercy is […]

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Relationship Manager should tell you this….1

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Many people write in or ask – what should my relationship manager tell me about my portfolio / new investments. Here I am trying to make a partial list. 1. I need to profile your risk – and your risk profile depends on your age, your income, past investment experience, your projected income, your needs […]

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