Ellis, KC

KC is a Vice President in Fisher Investments' Private Client Services group and has been with the firm since 2003.

New Frontiers

Emerging Markets are emerging quickly as a popular investment choice. But what's the right way to get exposure without undue portfolio risk?

Dollar Cost Averaging

A look at the popular method of dollar cost averaging: As we close the book on another year and start a new one, it's time to think about one of the most interesting periods of the calendar for individual investors. In the first few months of the year you may find yourself, like many investors, flush with cash. Maybe it's a year end bonus (lucky you), a tax refund (shame on you), or the harvest of capital losses (smart on you).

New (Time) Horizons

Time horizon is one of the most overlooked and misunderstood concepts pertaining to portfolio construction. Let's take a closer look at how to determine your time horizon and discuss why it has such a dramatic impact on determining an appropriate portfolio strategy.

Exchange Traded Funds

What are ETFs and how are they used? Some answers to common ETF questions.

Across the Universe

When I meet with new/prospective clients, one of the first things I do is take a look at their current portfolio.

The Difference between Dogs that Bark and Dogs that Bite

You have a portfolio full of stocks – some are doing well while others are struggling.

Fees Fees Fees!

There are all sorts of clichés about the old economic dictum: There's no such thing as a free lunch.

Having Your Cake and Eating It, Too: Growth and Capital Preservation

In my business of investment advisery service, the first question we ask a new client is "What do you want to accomplish with your assets?" The vast majority of investors will respond with some variation of "I want to make as much money as possible, but I don't want to lose anything either.

Portfolio Construction

For investors who are just starting out (or starting over), the process of building a portfolio from scratch can be a daunting one.

Hedge Funds

Over the past ten years, there has been tremendous growth in hedge funds.

Approaching Retirement

Financing retirement is perhaps the biggest challenge facing investors.

The Dodgy Dow

Client: I recently read that the Dow Jones Industrial Average is nearing its all-time high? What does this mean to me? The easy answer is "not much.


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