Read Andy’s article published by Advisor One discussing “The 6 Elements of Portfolio Construction”. By far, the hardest part of managing other people’s money is not just the research that goes into building a portfolio or picking the specific assets, but the psychology of how a client feels relative to the current marketplace and their specific goals, which are not …
In May, Andy was invited to give a presentation to the UAB Dental and Periodontal Residents regarding financial tips and information beneficial to decisions they will face, both personal and professional, once they are out of school and working. Among the topics Andy explained were how to choose a mortgage and the options and benefits associated with each of them, …
Andy was quoted in an article “14 Tips to Help you Invest More in 2012”. Becoming investment-wise applies even if you’re working with a financial planner. Wealth management specialist and CPA Andrew Rice, Vice-President of Money Management Services, Inc. in Birmingham, Alabama, says his more knowledgeable clients do better in the market because their confidence allows them to handle more risk.
The markets will face three major events that could cause uncertainty to US markets in June. Europe’s problems seem to be focused on the Greek Elections on 17th, then the FOMC meets on the 19th and 20th, with the Supreme Court likely to decide around the 25th the fate of the Health Care Bill. The European event may the biggest …
