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Category: Investment Tips

The Headline Jane Believed and How It Affected Her Financial Future

In my experience as a financial advisor for more than 30 years, I’ve learned that many investors, even confident, successful, high net worth investors, learn by example, like we do in the rest of our lives. Unfortunately, many times, this example is a mistake they make themselves. With this in mind, I’d like to tell you about “Jane,” a well-educated woman I met before the pandemic who agreed to let me share her story. Some mistakes can be quite costly, […]   Read More
Date: November 8, 2021

#1 Question Asked Since the Pandemic: Am I Invested Correctly Post-COVID-19?

Unfortunately, the COVID-19 pandemic caused many investors to alter their portfolios, often not to their long-term benefit. It’s certainly understandable to have wanted to do something in response to this unprecedented catastrophe. The problem is, as is often the case, that emotional responses often lead into unwise financial moves that must be corrected before they do permanent harm. This is especially true when it comes to retirement planning for high net worth individuals, because the more you’re investing, the more […]   Read More
Date: May 4, 2021

Do You Really Need a Financial Advisor? Investing Mistake #1: Not Considering Inflation!

As a financial advisor in Woodbridge, CT, as well as the founder and president of Heritage Capital, I see some of the same dangerous mistakes made by DIYers (and sometimes bad financial advisors) when putting together a financial plan. It is not properly factoring in the detriments of inflation. Inflation is a general rise in prices over time, which reduces your purchasing power. In other words, it cuts your standard of living. It’s been tame for years, but don’t be […]   Read More

Investing in Volatile Markets: Heritage Capital Addresses Concerns

Market volatility is constant, yet it’s common for investors to forget during strong bull markets. We all got a reminder in 2020. With a new year upon us, investors are now asking: What if another 2020 happens? How do long-term investors prepare for volatility? As founder and president of Heritage Capital, I’ve been helping investors since 1988. Volatility fluctuates over time, providing opportunities and challenges for investors who tend to feel more uncertain during highly volatile markets. It is like […]   Read More
Date: January 4, 2021

Taxes, Retirement and Your Investment Strategies

In response to the economic hardship caused by COVID-19, the federal government extended this year’s tax-filing deadline from April 15 to July 15. The state of Connecticut also extended the deadline to match the new date. While this obviously gave Americans more time to file and pay any amount owed to Uncle Sam, this extension of the tax-filing deadline offers a number of other financial benefits – if you use it to your advantage. There are many long-term and short-term […]   Read More
Date: August 3, 2020

Gold Skeptics Have Peaked but Gold Prices Haven’t

The other day I spent some time with my friends at Yahoo Finance recording several segments. Here is the one I did on why I have become more bullish on gold recently after watching the metal fall from $1900 to $1320. http://finance.yahoo.com/blogs/breakout/gold-skeptics-peaked-gold-prices-haven-t-paul-155320270.html   Read More
Date: May 28, 2013

Big Ben Pours Cold Water on Bulls

The stock market saw a very dramatic and emotional reversal today as fresh all time highs were seen in the morning followed by a vicious selling wave from the highs until 3:30. The hardest hit sectors all focused on dividends that would become less attractive if interest rates rose. Utilities, telecom, REITs and financials. Pundits were quick to compare today’s action to that seen at THE peak in 2007 and 2000, but I believe that is misplaced. While the price behavior […]   Read More
Date: May 24, 2013

Stocks Surge Higher With Authority

All of the major stock market indices saw more all time highs but this time it looked like a serious bull rush with the market opening flatish and pushing higher and higher all day. Some of the “old” defensive leaders came back to life like healthcare, consumer staples and utilities. This market is beginning to feel like a melt up which usually sees even more vertical gains, but which also ends in ruins. In my 2013 forecast, I called for […]   Read More
Date: May 16, 2013

With Trepidation, Onwards and Upwards

Here is the segment from this morning’s (May 8) Squawk Box with a really good discussion on the stock market, economy, employment numbers and the Fed. http://video.cnbc.com/gallery/?video=3000166972&play=1 Many of the small cracks I saw in the markets a month ago have repaired themselves with sideways action instead an outright correction. The canaries of liquidity, high yield bonds, small cap stocks and the New York Stock Exchange advance/decline line are all seeing all time highs. The Dow Jones Transportation Index has played […]   Read More
Date: May 8, 2013

Bears Tasting Blood Yet?

A new Street$marts has been posted! http://www.investfortomorrow.com/newsletter/CurrentStreet$marts20130416.pdf   Read More
Date: April 17, 2013