Month: July 2015

As regards China and Greece

The possibility of Greece leaving the Euro has created turbulence across all markets. A continent away, the Chinese have their own maelstrom in the form of a mini stock market crash. What does this mean for investors? We have the answers this week as Bill discusses the impact on investors, as regards China and Greece.

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What To Expect From Bond Funds When the Fed Begins Raising Rates

This month Bill is discussing what to expect from Bond Funds when the Fed begins raising rates.

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IMPORTANT ANNOUNCEMENT!

This week, Bill has some news he needs to share with you. It’s about…well, you’ll just have to listen to him!

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The Most Important Asset

The most important asset in the world is in limited supply, cannot be bought, sold, or traded, and must be appreciated before all other considerations. What is it and how do we deal with it? You’ll have to watch to find out.

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How In The World Is It Going?

This week, we give you an updated look at the global capital market condition with the five asset classes we hope you’ll begin to refer to in order to broaden your investment horizons beyond the just U.S. stocks and bonds.

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Top Five Things I’ve Learned From My Clients

In the advisory world, there are no shortage of articles written about the importance of “educating” your clients. But you rarely hear about how the clients educate the investment manager. This week, Bill Valentine waxes appreciative about the things he’s learned over the years from clients.

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