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Have your investment goals changed over time?

Do you have a fear of being audited?

How do you get a fair settlement?

Are you invested for retirement?

Are your documents in order?

Are your emotions affecting your investment decisions?

Are you missing the big picture?

Making the same investment mistakes over and over?

Having trouble setting goals?

Will your family be OK?

Going through a difficult transition in your life?

How can you minimize your taxes?

Do losses keep you awake at night?

Having trouble deciding when to buy or sell investments?

Do you have a strategy?

Are you prepared for disaster?

Are you fearful of making an expensive mistake on your taxes?

What have you always wanted to do?

Which of your current responsibilities would you like to give up?

When are you happiest?

Are you ready for retirement?

How much risk should you take?

What would you do if you had more free time?

Unsure about your rate of return?

Will your estate be devastated by taxes?

How would you define “risk?”

How much is enough?

What does retirement mean to you?

What do you value most in life?

Why is asset allocation so critical?

Worried you’ll outlive your money?

If you had more money what would you do?

Do you have to give up your pension?

Do you know where your money goes?

Is your asset mix right for you?

Tempted to make investments that aren’t part of your “plan?”

When is the best time to sell an investment?

Should you keep the house?

What keeps you up at night?

September 12, 2010

A Wealth of Choices for the Value Investor

Is the stock market making you queasy? Even with the market’s September surge, the losses, stress, and turmoil of the last lost decade provide plenty of reasons to stay on the sidelines. Why not just hold cash, bonds or gold? They have done better than stocks for months, and investors have pulled billions of dollars out of domestic stock funds. But the standard reasons for sticking with equities still make some sense: over the long haul, stocks have produced better returns than other assets, and if you pick the right stocks — a big “if,” to be sure — you may have spectacular results. By Jeff Sommer

Link: http://www.nytimes.com/2010/09/12/business/12stra.html?src=busln