Comprehensive Money Management

Bill's Blog

Market Pullbacks May Not Be Worth Waiting For

By William Neubauer, CFP MBA, Comprehensive Money ManagementI have noticed that many retail investors are currently sitting on cash and waiting for an opportunity to get back in the market. Many of these people either pulled their money out of the market after the Financial Crisis, or raised cash before or after significant political events like Brexit, or the US and European elections.Psychologically, the degree of cash on the sidelines can caus..
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2017: Party Like It’s 1999?

…or… How I Learned to Stop Worrying and Love Volatility (with credit to Dr. Strangelove)Why are we so diversified?  Why so many different asset classes?  Aren’t US stocks the best place to be?  Shouldn’t we be more aggressive?  These are a few of the questions I’ve fielded recently with ever greater frequency as the bull market in US stocks enters its ninth year----an unusually long period for any asset class to rise..
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Diversification, Discipline and Conviction: The Secret to Taming Fear and Greed

It is well understood in the field of behavioral economics that markets are built as much on human emotion as they are on fundamentals.  During periods of market euphoria, we become over-confident and prone to taking greater risk.  During periods of market gloom, we become despondent and head for the hills.  These behaviors of course are the exact opposite of what prudent investors should be doing.  Buying low and selling high..
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An Interview with Your Advisor

I get a lot of questions about our investment strategy, especially in times like these when a single asset class (US stocks) has been on a tear and virtually everything else has been lagging.  Here are a few of the most common questions and my responses:Is our strategy working?The goal of multi-asset diversification is first and foremost to avoid “the big loss” that tends to occur in any one asset class with some regularity every eight o..
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Take the Emotion Out of Investing for Better Returns

What do we know about the basics of investing? Buy low sell high. Diversify.  Invest for the long-term. Sounds easy, but it’s not. Every day I talk to investors who understand these concepts, and yet have difficulty executing them.  For many, this knowledge of what they should do vs what they are able to do on their own is the main reason they seek out a NAPFA-Registered “fee-only” investment advisor to manage their money based on..
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Investment Management is Simple, But Not Easy

The smartest people on Wall Street understand four wonderfully powerful truths about investing.  We could all benefit enormously by adhering to these four great truths:1.  The dominating reality is that the most important decision is your long-term mix of assets: how much in stocks, real estate, bonds, or cash.2.  Diversify within each asset class—and between asset classes.  Bad things do happen—usually as surpri..
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Contact Info

Comprehensive Money Management Services LLC
535 Vilabella Avenue
Coral Gables, FL 33146
Phone 305-662-7757
Fax 305-402-8409
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

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Disclosures

Comprehensive Money Management Services LLC (“CMMS”) is a Registered Investment Adviser located in Coral Gables, Florida. The firm is registered with the State of Florida Office of Financial Regulation. CMMS and its representatives are in compliance with the current filing requirements imposed upon Florida-registered investment advisers and by those states in which CMMS maintains clients.

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