Dollars & Sense
Financially Speaking
Recession(s): Past, Present and Future?
“And after a dismal, dismal year last year; three quarters of negative losses – there’s a ray of hope. After I reviewed your portfolios, we saw returns for the fourth quarter that were positive 5 to 10%. Maybe that’s just the beginning of the turn. I don’t know. We don’t know about these things. But what I do know is that we’ve had recessions, we’ve endured recessions, we recover from recessions, we reaccumulate the lost wealth we have from recessions and I expect this to be exactly the same situation.” – BARRY M. CORKERN
Staying Balanced
A recent article in the Wall Street Journal addressed the issues of rebalancing a portfolio to its target asset allocation. The relatively brief...
Retirement-How Much Money Is Enough?
As you can imagine after being in business for 30 years, I have attended lots of industry conferences. After a while, I yearned for sessions where...
Sears Bucked From S&P
“Sears Holdings, a founding member of the Standard & Poor's 500-stock index, is getting booted from the venerable benchmark—and its own stock is...
Only With Your Authority
Financial advisors who work for a financial company are paid in three different ways. They are paid commissions on products they sell. They are...
With Age Comes Wisdom
A few weeks ago I was sitting on the beach with my family, enjoying a few days away from the office. Something about the sound of ocean waves and...
Leave It To Beaver
Sir John Templeton was a pioneer in global investing. He started his first mutual fund in 1954 – many decades before foreign stocks and before...
Before It’s Time
When I ask investors to define risk, you think it means losing all your money with no chance to recover the funds. I think risk is the change in...
Our Propensity To Predict
Why is it that we are so – gullible, fascinated, obsessed – with forecasts? Jason Zweig writes in his book, Your Money and Your Brain: How the New...
We Never Let Go
A recent article in the Wall St. Journal shared the story of a stock mutual fund manager who maintains a buy-and-hold investment philosophy. Like...
The Mistake Of A Lifetime
Human behavior is interesting. Sometimes we get so anchored in our thinking that we miss the long-term big picture. One of the best examples of...
Independent, Fee-Only Fiduciary
How We Serve
As an independent, fee-only wealth manager and financial advisor, Corkern & Company is able to offer truly unbiased and objective financial advice. Using this structure allows our clients to keep and invest all of their hard-earned money while allowing us to work with only their best interests in mind.