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(317) 373-5023
Zionsville, IN
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Brexit: Keep Calm and ….

July 4, 2016 By Christy Gregory

About a week ago, voters in the UK delivered a surprise vote and decided to leave the European Union (EU). The vote was a long time coming, with considerable debate and discussion on both sides. The polls were close, but it was expected that Remain in the EU would win. The vote happened, and Leave […]

Filed Under: Investment Education, Investments

The Next President and My Portfolio

June 6, 2016 By Christy Gregory

Clients and friends have asked me about the implications of the various presidential candidates on potential investment returns. Since the field of contenders contains some wildcards, it is logical for investors to wonder what implications this race may have on their taxes, the broader economy and their potential investment returns. There is a mountain of […]

Filed Under: Investment Education, Investments

Diversification: The Broccoli of Investing

November 25, 2014 By Christy Gregory

Diversification is like the broccoli of investing. You know that diversifying your holdings and eating broccoli are the prudent long-term things to do… but sometimes both are hard to consistently do. Even though broccoli is not the yummiest food, I make myself eat it. I also diversify my portfolio because both things are good for […]

Filed Under: Investment Education, Investments

The Financial Yes Man/Woman Dilemma

October 15, 2011 By Christy Gregory

While experts have long counseled against using financial planners who push products and receive commissions (given their incentive to simply sell products which may or may not be in your best interest), it turns out there is another risk that afflicts advisors of all kinds – including fee-only advisors (such as myself). A Harvard professor […]

Filed Under: Financial Planning, Investment Education

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