We wanted to share the top three reasons why we don’t recommend individual stocks at Presilium.  First and most important: Your basic asset allocation, the mix you hold in stocks vs. bonds is the factor most responsible for your returns in the long-term. Which investments you choose and when you buy or sell them contributes […]

Today we wanted to discuss a common problem all around the world. As this episode airs, our CEO, Jerry Davidse, is 9,000 miles away from our headquarters giving a masters level class on financial planning and investment management in Siem Reap, Cambodia to120 of the future leaders of their country. Their economy is finally getting […]

Welcome to Financial Planning Fridays, our weekly video series on the benefits of financial planning. Today we are going to focus on the probability of success in a financial plan. In the financial planning software that we use from eMoney the probability of success is determined by running 1,000 random trials of your potential investment […]