with Richard Everett

Blog

Informative and Inspirational

Use the search bar to find a specific blog post or you can browse the list of blogs below. 

Diversification

Risk is inevitable. All investments have some sort of risk. For instance, bonds have default and interest rate risk. Foreign stocks have currency and political risks - REITs have vacancy risks.

Read More
AdminComment
Live Long & Prosper

“Yes, I am a Star Trek fan. I was intrigued by the memorable scene from ‘Star Trek: Into the Darkness,’ when Leonard Nimoy’s Spock advises the younger Spock (played by Zachary Quinto) on how to defeat the treacherous villain, Kahn. It’s a time warp, science fiction moment that gets you thinking. What could I say to a younger me if I could go back in time?

Read More
AdminComment
Sometimes it Pays to Wait

On January 8th, 2008, I came home from our attorney’s office with a very large check. We had just sold our investment firm. The Everett Financial Group, Inc., had been one of the largest and most successful independent investment companies in the United States. My darling wife MarySue asked me what I was planning to do with the check—I think she felt a shopping spree coming on! My reply was, ‘put it in a guaranteed money market account’. The stock market was overpriced, and I felt led to put the proceeds in a safe place until better investment opportunities opened up.

Read More
AdminComment