May 17, 2012
- Recent Market Correction
Investors are being inundated with negative news these days. (…)
May 9, 2012
- Myth of the US Decline
Here’s a great article and video (see it HERE) by Daniel Gross on how the US is better, stronger, and faster than anywhere else in the world. It reminds me of the Warren Buffett talks about how he’s “betting on America”. (…)
May 7, 2012
- Who Are the One Percent?
An interesting article in Barron’s (HERE) that goes through the research of the Harrison Group – 2012 Survey of Affluence and Wealth In America. (…)
April 27, 2012
- Business Owners aren’t prepared for retirement
Here’s a good article from USA Today on the difficulties faced by small-business owners (Full article HERE ). (…)
March 25, 2012
- Investors exploited by Wall Street
Here’s an interesting article from CBSMoneywatch (HERE) on how Wall Street brokerage firms take advantage of some investors. (…)
March 9, 2012
- Market Moves Higher
Liz Ann Sonders of Schwab is one of the Wall Street guru’s that I like. (…)
February 17, 2012
- Married couples often disagree on Retirement Finances
You may plan to retire to Florida when you're 67, but there's a good chance your spouse has other ideas, according to a new survey that asked married couples about their retirement plans. An interesting article on CBS Marketwatch talks about how married couples often disagree on many other Retirement Finances as well. Here are some highlights from the survey / article (Click HERE for full article)
66% of couples don't agree on the age at which they'll retire, and
33% of couples disagree or don't know where they'll live once they retire,
47% of couples don't agree on whether they'll work in retirement
73% percent of the couples disagreed on whether they have completed a retirement-income plan
55% of the couples surveyed disagreed on what their top source of retirement income would beHoney, We Have a Financial Adviser
Only 58% of the couples said they work with a financial adviser
35% of the couples said they both meet with their investment professional, while
36% said the husband has primary contact with their finance expert,
12% said the wife had primary contact, and
17% disagree about who meets with that person. (…)
February 10, 2012
- Greek concerns cause a market pull back
Friday we saw the US & International markets pull back as the situation in Greece continues to evolve. (…)
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 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. (…)
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 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. (…)
