January 31, 2012
- Market Commentary Continues to Show Positives
Reading through the weekly commentary from Bob Doll, of BlackRock, he held an overall positive view on the economy, unemployment and the stock market. (…)
January 27, 2012
- Quick Way to Achieve your Goals
As we move toward the end of January, there’s lots of attention on making resolutions happen (financial, personal, etc). (…)
January 25, 2012
- Retirement Planning In Your Fifties : a Case Study
Howard and Chrissie Jones both turned age 50 this year, and they’re looking ahead—and they’re concerned they haven’t saved an adequate amount for retirement. (…)
January 18, 2012
- US Glory Days are Not Over…History On Our Side
Do you think the US glory days are over or, at a minimum, that we're on the verge of a new downturn? (…)
January 7, 2012
- Stock Market Reflections on 2011 and 2012
It’s that time of year again when we all look back on 2011 and look ahead to 2012. We always say you can’t Predict, but you can Plan for the future. (…)
January 6, 2012
- Resolutions: Use these steps to set up a budget
One of the most popular New Year's resolutions is to put together a budget and stick to it. Yet many people don't accomplish even the first step. (…)
January 5, 2012
- Avoid the “hurry-up offense” retirement
In a recent article in USA Today (HERE) they talked about common nightmares people have – the one where you’re back in high school and haven’t studied for an exam. (…)
December 26, 2011
- Baby Steps is what Dave Ramsey calls for
Dave Ramsey is an author and radio personality who talks about beating debt and building wealth. This year over the holidays I reviewed his book and his website. (…)
December 22, 2011
- Treat your personal finances like a business
Businesses function by controlling their expenses and try to turn a profit. This is a notion that can also be applied to your own finances. (…)
December 3, 2011
- Secrets to Financial Security
Another end of year article, adapted from an old Kiplinger piece (Kiplinger.com) to help you find the secrets to financial success. (…)
December 1, 2011
- 5 Ways to Simplify Your Financial Life
The end of the year is a good time to reassess your life – both personal & financial. (…)
November 25, 2011
- Corporate Profits Good for Stock Market
Part of our research is to read / research topics not covered by the main stream – try to find out what’s going on behind the headlines.
We know the negatives on the market – US Political environment and the European debt crisis -> which may lead to slow growth in the US & Europe. (…)
November 16, 2011
- More Evidence on Saving Investors from Themselves – they Buy High, Sell Low
According to Morningstar data released this month (click HERE for full report), retail investors redeemed $18.2 billion from U.S. (…)
November 15, 2011
- Buffett Bets Big on IBM – $10 Billion!
Most of you have probably heard that Warren Buffett has decided to buy over $10 billion of IBM stock. The investment makes Berkshire Hathaway IBM’s largest or second-largest shareholder. (…)
November 12, 2011
- Big Lie Goes Viral – Causes of the Financial Crisis
As mentioned before, we spend many hours each week reviewing a variety of the very best sources for new insights. This article has gone “viral” on Washington Post’s website. (…)
October 29, 2011
- Top Concerns of Investors
Research tells us that there are six major concerns that investors are looking to solve:
Preserving wealth. (…)
- Summary of Market Events for the week
We spend many hours each week reviewing a variety of the very best sources for new insights. Given how uncertain things are right now (though we had a 300+ pt day on Thursday , I thought I’d post a few more articles than usual that we’ve found especially useful during these difficult times. (…)
October 18, 2011
- Don’t Leave Money on the Table
FINRA this week issued an investor alert urging the roughly 30% of American workers who are not contributing enough to their 401(k) plans to receive a full employer match to step up their contributions in order to meet their eventual retirement needs (HERE for full article). (…)
October 17, 2011
- Investors Choose RIAs because of Fiduciary Duty
In a recent survey TD Ameritrade (HERE), Trust and Customer service are the most important reasons why clients opt to work with registered investment advisors (RIAs)
The quarterly query found that 29% of clients using RIAs said their fiduciary responsibility to work in the best interest of clients was the No. (…)
October 5, 2011
- Lost Decade for the Stock Market
“The last 10 yrs, I haven’t made any money in the market.” I heard this comment from a friend of mine recently over a cup of coffee, and I’d thought I’d share my response. (…)
