Monday, March 12, 2012

The Paradox of Risk

1 - We are in the final stage of a months-long project to update all client accounts to our new portfolio models. We have been modifying portfolios one account at a time, taking special note of possible tax consequences. With just a few exceptions, all clients' first quarter's reports should reflect the changes.

2 - Our first client Dinner and a Movie event for 2012 is coming up on Friday, April 13. These events have become very popular. The movie this time is Alfred Hitchcock's classic thriller North By Northwest, starring Cary Grant and Eva Marie Saint. Online registration opens later this week; please sign up early!  

3 - If you love kids, make it a point to visit the Melrose Avenue area of Tryon this Saturday. It is the annual Super Saturday celebration. Tryon will be positively humming with youthful energy. I can't wait!

4 - Many people view investment risk in almost the opposite way from reality. See what I mean by looking at this week's 2-minute video below. 

Have a productive week!


No comments:

Post a Comment