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. (…)
September 28, 2011
- Buffett’s Buyback says about the Stock Market
Most of you have probably heard that Warren Buffett's has decided that Berkshire Hathaway Inc. (BRK/A) shares are cheap enough to buy back; that may mean the S&P 500 Index is also a bargain. (…)
September 27, 2011
- Stock Market Returns and Slow GDP Growth
Reading through my typical daily research, I came across an interesting chart which stated there is very little relationship between GDP growth of a country & the returns of the stock market. (…)
September 22, 2011
- Retirement Planning Challenges For Women
Here's another interesting article in Forbes (HERE) about the importance of Women becoming involved in their own retirement planning. (…)
September 20, 2011
- Best Money Saving Ideas
An interesting read I found. Albert Einstein said it takes a genius to see the obvious – this are simple, but effective money saving ideas. Click HERE for full article. (…)
August 30, 2011
- A Stock Market Bottom Scenario
We spend many hours each week reviewing a variety of the very best sources for new insights. Given how uncertain things are right now, I thought I’d post a few more articles than usual that we’ve found especially useful during these difficult times. (…)
August 29, 2011
- Where Do Markets Go from Here?
I’ve been a professional in the financial industry for about 20 years. Plus, as a CFA & MBA, much of my study was focused on Market History. (…)
