Biltmore Capitol

A Great Relationship Depends on the Advisor’s Platform

The platform of the advisor in this context consists of the people and processes designed to meet the needs of its clients. Here are four key issues: What access do clients have to their financial information? Is the information available on paper and electronically? Does the information clearly ...

Investors fear ADT’s business could be hurt by Amazon’s foray into home security.

Investors fear ADT’s business could be hurt by Amazon’s foray into home security.

From bookstores to shopping malls to supermarkets, Amazon has roiled many a long-established business model. Now, the Amazon effect is shaking up an unlikely industry: home security systems. Shares in Boca Raton-based ADT, the security provider that went public in January, took a fall after Amazon ...

<h2>Preparing For Armageddon</h2>

Preparing For Armageddon

With major stock market indices soaring higher and higher, investors and pundits increasingly express fear that a horrible economic collapse is imminent. Predictions of the world coming to an end soon have brought society to a financial panic that can be avoided. In 2007, devastation traumatized ...

<h2>7 Common Trading Mistakes Part 6: Selling stocks after years of poor performance</h2>

7 Common Trading Mistakes Part 6: Selling stocks after years of poor performance

Lots of people become discouraged with stocks in their portfolios that have under-performed for years. GE is a good example. As of late 2017 GE has under-performed the market for years. Emotional investors cannot resist selling a long-term underperformer when that stock that takes a quick upward ...

<h2>7 Common Trading Mistakes Part 7: Believing that things are different this time</h2>

7 Common Trading Mistakes Part 7: Believing that things are different this time

Remember the dot-com bubble of the late 1990’s? How about the real estate bubble leading up to 2007? I remember the enthusiasm about the “nifty fifty” back in the late1960s and early 1970s. The nifty-fifty were considered by some to he such high quality firms (e.g., Kodak, Sears, Polaroid) ...