Inflation and Bonds: The Ups and Downs20150204221037

Inflation and Bonds: The Ups and Downs

AJ NorrisFebruary 4, 2015
The price/rate seesaw Inflation has an impact on most securities, but it can particularly affect the value of your bonds. Why? Because bond yields are closely tied to interest rates, and when interest rates and bond yields rise, bond prices fall....
US Misery Index20140919143347

US Misery Index

AJ NorrisSeptember 19, 2014
The Misery Index was created by Arthur Okun, an economist and adviser to President Lyndon Johnson. It is calculated by adding the unemployment rate to the inflation rate.  The concept is fairly simple – If inflation is rising, goods and services will cost more. &n...
Selecting an Advisor20120524144418

Selecting an Advisor

AJ NorrisMay 24, 2012
SELECTING AN ADVISOR When selecting an advisor, there are some all important questions that need to be answered to ensure that you’re getting the most out of your hard work. – What are my advisor’s motives? – Am I investing in my future, or my advisor’s? &...
What is Active and Continuous Management?20120422020337

What is Active and Continuous Management?

AJ NorrisApril 22, 2012
By definition, active and continuous management means the advisor is overseeing accounts with regular and ongoing supervision. It also means the accounts will hold investments at any given time that the advisor feels appropriate to the investment conditions and the needs of the c...
Additional Details of our Investment Practice20120422020236

Additional Details of our Investment Practice

AJ NorrisApril 22, 2012
In our investment practice at Norris Financial Group®, accounts are supervised daily. Performance is measured daily in house and reported to the clients quarterly.  We do not utilize third party managers.  Instead we use in-house research and investment strategies. We employ soph...
What is a Fiduciary?20120422015342

What is a Fiduciary?

AJ NorrisApril 22, 2012
The fiduciary standard in question requires that a Registered Investment Advisor conduct business in a prescribed manner and to prescribed standards. It is a form of business practice that requires complete transparency and disclosure. It also requires that the advisor avoid conf...