Ted Kerr

Ted is president/CEO of an investment adviser firm registered with the Securities and Exchange Commission. He is a Certified Financial Planner professional with twenty-five years of investment experience and currently manages over $100 Million in assets for investors in 23 states. He has made it his life’s passion to help people achieve their dreams through a more thoughtful investing approach.

investors

Investors Need to Know When They are Investing or Speculating

Investors without an investment strategy or a specific approach to selecting stocks have been known to jump on stock ideas they read online or hear from celebrity stock pundits. After all, these are trusted sources, and they’ve already done the research, right? Maybe, but what does that matter? As I suggested in my last blog …

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Are bonds safer than stocks?

Are bonds safer than stocks?

We’ve all grown up on proverbs. We like them because they explain life’s truths in a pithy way. For example, “Rome wasn’t built in a day” reminds us that creating good things takes time. Another, “There is no rule without an exception,” reminds us that no rules, even when stated as proverbs, are a hundred …

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earnings announcements

Avoid Falling into the GAAP of Earnings Announcements

In the world of corporate reporting and understanding what really goes on inside companies they own in their portfolios, investors are well-served by the Securities and Exchange Commission’s (SEC) requirement that companies file their financials each quarter. The reporting format is standardized, making it easy for the public to compare results from one quarter to …

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Investment stock average holding period

How Long Should You Own A Stock?

How long does the average investor buy and hold stocks? Inquiring minds want to know. Throughout my 26-year investment management career, I must have posed this question to other investors dozens and dozens of times. Why? Because I’m always interested in investor perception versus reality. You see, nine out of ten times I’ve asked that …

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economic forecast

My Prescription to Improve Your Portfolio: Ignore Economists

It was a tough year for economists. Granted, no one could have predicted the turn of events that led to one of the deepest recessions in our history. However, as both the economy and stock market were regaining their footing last Spring, it seemed that economists were still tripping over themselves trying to make some …

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