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Investment Advice: Is Your Crystal Ball Tuned In?

In 1952, Harry Markowitz won the Nobel Prize in Economics for Modern Portfolio Theory. Markowitz’s theories emphasized the importance of portfolios, risk, and the correlations between securities and diversification. His work changed the way that people invested and the way we advised our clients. In simplest terms, Markowitz stated that for any given risk tolerance, there...



Investment Advice: You Can Learn a Lot Just by Watching

Over the weekend many of you likely put eyes upon the latest Barron’s cover, which read plainly, “This Bull has Room to Run” that may have been sitting directly next to the current “Wall Street is Back” cover from The Economist. In itself, magazine covers are not a call...



Social Security Strategies Vital in Financial Planning…

…Especially in Financial Planning for Divorcee’s! First and foremost, Social Security protects against longevity risk.  Social Security may be the most misunderstood element in your financial plan. This can result in: Taking Social Security at the wrong time Not  taking advantage of Social Security strategies Not understanding Social Security...



Planning for a 30-Year Retirement

Funding a 30–year retirement will take financial planning prowess as you juggle the effects of inflation, distributions, and, Adaptive Asset Allocation. Are you up to the task? George Foreman, the boxer–turned spokesman for portable grills, may have best summed up the retirement conundrum facing baby-boomers, “The question isn’t what...




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The best way to experience the personal advantage of Patriot Advisory is to contact Mark Berube directly. Let him answer your questions and advise next steps.

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