Author Archives: patientanddisciplinedinvestor

Newsletter Volume 7 | January 2016

The Patient and Disciplined Investor…   Ruminations on long-term wealth building and retirement income strategies written by Todd M. Kirsch | Volume 7 | Issue 1 January 2016 “Growth is an erratic forward movement: two steps forward, one step back. Remember that, and be … Continue reading

Posted in Uncategorized

Have an Employer Pension Plan? Then It’s Decision Time…

Most employers have transitioned over to 401(k) plans, but many people in their 50s and 60s still have the older defined-benefit pension plans. And they’re understandably confused when it comes time at retirement to decide which option to select. Unfortunately, … Continue reading

Posted in Uncategorized

What is Your Financial Advisor’s Net Worth?

Potential clients rarely ask me about my own financial situation.  This has always surprised me.  During the initial due diligence process, I ask them very detailed questions about their goals, assets, income, liabilities, etc.  I’m sure they would feel a … Continue reading

Posted in Uncategorized

Investing in 2014

My inner contrarian investor gets nervous when I begin to see such optimism about investment markets, and I’ve certainly noticed a positive change in investor sentiment lately.  A year ago in early 2013, clients and prospective clients were still voicing … Continue reading

Posted in Uncategorized

Which Political Party Has Been Best for Stocks?

The answer might surprise you…it surprised me.  This chart came from an e-mail to me from Oppenheimer as part of a larger article.  Interestingly, stocks have performed poorly under a Republican president with a Republican Congress.  Political stalemates appear to … Continue reading

Aside | Posted on