Category Archives for "Mutual Funds"

July 30th, 2018 – Monthly Market Outlook

​This summer we have been turning some of our efforts toward further educating our clients, by providing all of the tools necessary to be the best investor you can be.To aid in this endeavor, we have created a concise Market Outlook, presented by Larry Short, for your viewing pleasure.  You will now be able to […]

Continue reading

July 11, 2012 – When to Buy

FINDING THE POINT OF MAXIMUM PESSIMISM It is hard to find anyone optimistic about the stock market anywhere these days. By “anywhere” I mean find an optimist anywhere who is optimistic about any stock market anywhere. What we do have are plenty of stock market warnings, downgrades, estimate reductions and general gloom along with girding […]

Continue reading

June 22, 2012 – When to Sell

Over the years I have met many investors who have one major complaint “My advisor has never, ever told me to sell.” Many investors feel that, indeed, “sell” is not in their advisor’s vocabulary. Our industry is well known for preaching a buy and hold strategy. These days many investors feel that strategy should be […]

Continue reading

May 10, 2012 – When are Mutual Funds Still Appropriate?

This article was prepared solely by Larry Short who is a registered representative of HollisWealth®, a division of Industrial Alliance Securities Inc. (iA Securities), a member of the Canadian Investor Protection Fund (CIPF) and the Investment Industry Regulatory Organization of Canada (IIROC).The views and opinions, including any recommendations, expressed in this article are those of […]

Continue reading