As seen on WBIR, Knoxville’s NBC affiliate station. Warren Buffett has a history of buying companies you’d never expect would capture his interest. His holding company, Berkshire Hathaway, has agreed to purchase a majority stake in Pilot Travel Centers over a six-year period. Is Mr. Buffett getting a good deal? HOW WILL THIS ACQUISITION…
With the stock market at record highs, many investors are anxious about when the inevitable bear market will arrive. Is there a case for staying invested in the market? How can an investor remain calm and steady? IS RECENT STOCK MARKET PERFORMANCE TOO MUCH OF A GOOD THING? As of August 1, the stock…
The findings are in! The conclusion from a recent Wells Fargo Investment Institute report? Women make great investors. WBIR-TV recently interviewed Paul Fain, president of Asset Planning Corporation to talk about what makes women investors great investors. PAUL, WHAT MAKES WOMEN GREAT INVESTORS? Women investors simply tend to follow recommended investment principles! As a…
Controversy. Special investigations. Twitter bombs. Modern politics is making investors feel unsettled and concerned; but how much do politics really matter to your portfolio? Paul Fain, president of Asset Planning Corporation, recently appeared on WBIR to share his perspective. AROUND THE WATER COOLER OR THE COFFEE POT, THERE IS A LOT OF BUZZ ABOUT…
Q2 2017 Investment Performance With six months gone in 2017, how are your investments doing? Did the stock market’s rising tide lift your boat? Or have poorly performing investments left you beached on dry land? HOW DID STOCK MARKETS PERFORM IN THE 2nd QUARTER? Strong global markets 3.02% US Stock Market 5.63% International…
Have you ever wondered if a chef eats his own cooking? Does a doctor take her own medicine? Or, do financial planners invest in the same strategies they recommend to investors? Recently, a vice president at Morningstar, an investment research firm, wrote about his personal investment portfolio. His asset allocation is basically 93 percent stock, 4 percent cash,…
WBIR: Oh, snap! Within an hour of Snap, Inc.’s first public trading on the New York Stock Exchange last Thursday, the company’s stock price had already soared 50%. But what exactly is an “IPO” and how will it change the future of popular mobile app, Snapchat? PAUL, LET’S START WITH THE BASICS, WHAT IS…
Well, it is official, Donald J. Trump is the President of the United States of America. What should investors now expect from the Trump administration? Paul Fain, president of the-much-smaller-Asset Planning Corporation offers some initial prognostications. “TRUMPONOMICS” – SHOULD WE BE HOPEFUL OR AFRAID? My bi-partisan answer: Both! Trump has promised a lot – economic…
Why Market Returns May Be Lower in the Future Posted by Paul Fain Market returns on stocks and bonds over the next decade are expected to fall short of historical averages. To read the full article click here.
As you pull down the stockings with care to see if St. Nicholas was there, I will stuff some stuff to make you aware. There are still five business days in 2016 to make last-minute changes to your personal financial plan. If your blessings exceed your needs, you can make tax-free gifts up to $14,000…