Carnegie Investment Counsel Blog

A Quarter of Your Net Worth Is Hidden In Plain Sight

Posted by Linda Fousek on Oct 28, 2014 4:51:00 PM

Why do I need to think about my collection in terms of wealth management?

Numerous studies, including one operated by BMO Private Bank, have suggested that 10% to 25% of a family’s net worth can be comprised of art, jewelry or collectibles. This can be the result of a passionate hobby that is enjoyed throughout the course of one’s life or the result of an inheritance. Given the demand for rare artifacts of legitimate value, the price of these items can be astoundingly high.

Topics: Investing

Why a Boring Market is Good for Your Portfolio

Posted by Linda Fousek on Sep 23, 2014 9:31:00 AM

Boring is Good!

Usually, change is a good thing. But, when it comes to investing, there’s nothing better than steady markets and boring economies. In the marketplace, boring has a completely different connotation than in other realms. Boring means little volatility and constant, predictable gains year after year which is a critical component of our client investment strategy.

Topics: Investing

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