Posts in the general category

April 2021 Newsletter

Featured Post | Published at Apr 22, 2021, 12:00 AM by Buğra Bakan

During the last quarter Q1 2021, we have celebrated the first-year anniversary of the global Covid-19 pandemic. More than a year has passed since it started to weigh in on our lives and capital markets. As it has been said many times before, we were once again reminded of a dangerous four-letter statement; this time is different. Only this time though, it has been truly different. Read More

Is a financial Planner Really Worth their Planning and Investment Advisory Fee?

Published at Mar 13, 2020, 12:00 AM by Dr. Brad Klontz

A recent survey indicates that an increasing number of high net worth investors are willing to pay for solid, unbiased, fee-only investment advice and financial planning. This is not really surprising considering the challenges of today’s markets and the economic environment. Read More

Pour Some Sugar On me

Published at May 5, 2019, 12:00 AM by Buğra Bakan

Current market conditions remind me of a scene from the 2000 Ridley Scott movie Gladiator, in which, the protagonist Maximus (Russel Crowe), a Roman army general turned gladiator, walks out of a wooden cage filled with other fighters, all paying their respects to him, while some so fearful that they can’t control their urine. After killing four opponents in one session, Maximus throws his sword at the spectators, filled with disgust of their enthusiasm towards violence, shouting his famous line “Are you entertained?”. Read More

An Irrational Stock Market?

Published at Mar 11, 2014, 12:00 AM by Buğra Bakan

There are many reasons why managing your own investments is a daunting task. The biggest challenge isn’t the lack of expertise or time…those can be attained. The ultimate challenge is removing your emotions from your money and investments. If you associate success, self-worth, security and future well-being with the balance in your bank account, then you need to be aware of the emotional roller coaster you are on. Read More