by Town Close Financial Planning | Oct 16, 2022 | financial planning, Investment News
I really enjoyed reading THIS MEMO from Howard Marks. Howard in a long-standing successful investor. He has sought and achieved market beating returns over his investing lifetime. The memo “I beg to differ” is a salutary reminder of exactly what it takes to be a... by Town Close Financial Planning | Sep 3, 2022 | financial planning, Investment News
From time to time investors find themselves between a rock and a hard place. Or, as the Spanish would have it, between the sword and the wall. Short-term crises become increased negative investment volatility – i.e. the value of investments falls sharply. What... by Town Close Financial Planning | Mar 10, 2022 | financial planning, Investment News
It’s a phrase we hear often, some iteration of “We’re not risky investors”. And that’s great news because we don’t want risk-taking maniacs as clients. But we do need to understand what we mean by “risk”. Most of the population, including the regulators, providers and... by Town Close Financial Planning | Feb 20, 2022 | Investment News
The road to investment success is unavoidably long and bumpy. When was any journey worth taking smooth, uneventful and unemotional? Success is assured, but only if we stay on the road. If we leave the road in the short term by selling investments or otherwise... by Town Close Financial Planning | Feb 15, 2022 | Investment News
Just as the Covid crisis appeared to be ebbing away, financial journalism has found two new crises du jour, and they are getting a good hold of investors’ imaginations. Inflation is out of control and an invasion of Ukraine is imminent. Or maybe it’s the other way...