By: Allen G. Yee
‘Tis the season, right? After about a month of indulgence, without a doubt, there were countless resolutions made as the New Year began a few days ago. Resolutions such as losing weight, quitting smoking, spending time with family, working/studying harder, etc. are made and broken in a short period of time for many. New Year’s Resolutions [...] Continue Reading…
News Brief By: Allen G. Yee
If there’s one lesson to learn from the history of investing, it is that the market does not always go up. If you believe that to be true, then why would you invest as if it only goes up? In other words, investors implement buy and hold strategies more than any other, why? The [...] Continue Reading…
News Brief By: Allen G. Yee
As the year comes to a close it is important to not only layout a strong financial plan for 2012, which may result in substantial tax breaks. More often than not, we are too concerned with looking too far ahead that we sometimes miss practical, simple, solutions that rest right before our eyes. So, [...] Continue Reading…
News Brief By: Allen G. Yee
There’s plenty to worry about in the world, what’s 5 more? I’m not saying one should have a Pollyannaish attitude about the world, economy or stock market. But, life goes on and investments will continue rise and fall and in some years with substantially greater volatility. What matters is the strategy you have deployed [...] Continue Reading…
News Brief By: Allen G. Yee
This is a perfect example as to why I recommend investors set aside 6 to 12 months of expenses in liquid accounts. Unexpected emergencies happen and it’s far better to have savings set aside for that rainy day than needing to liquidate assets in uncertain times. I think the real question is how long [...] Continue Reading…
By: Allen G Yee
There was an interesting article on The Bleacher Report on Ray Lewis (@raylewis52com) of the Baltimore Ravens. The report raised a question whether Ray should retire or not. The focus of the article was based solely on Ray Lewis’ football abilities and his impact on the game. I’m not here to debate the “football” aspects of [...] Continue Reading…
Tags: allen yee, financial planning, ray lewis, retirementNews Brief Provided By: Allen G. Yee
An absolute must read for everyone heading into 2012. Planning and saving/investing are top priorities but right up there should be investment strategies that reduce volatility and significant draw downs. Buy and Hold strategies should be reviewed and addressed along with one’s risk tolerance and ability to cope with large swings in market [...] Continue Reading…
News Brief By: Allen G. Yee
I am absolutely dumbfounded by the statistical information from the TD Ameritrade survey. Given the current state of the economy, enormous unemployment and lackluster stock market it amazes me to hear that the younger generations are saving at a greater rate than those that presumably have greater disposal income. I certainly agree that this [...] Continue Reading…
PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the sites provided here, you are leaving this site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to. Registered Representatives Offering securities Offered Through First Allied Securities, Inc. Registered Broker-Dealer Member FINRA, SIPC. Allen Yee, CEA, RFC, CA Insurance License #0747874
** Five Star Wealth Managers do not pay a fee to be included in the research of the final list. The overall survey
score reflects an average of all respondents and may not be representative of any one client's evaluation.
Privacy Policy for California Residents | Privacy Policy for Non-California Residents
