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. (…)
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. (…)
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. (…)
August 19, 2011
- Is this 2008 all over again?
The short answer is no, this is not a repeat of the scenario that ultimately sent the economy into a sharp recession 2-3 years ago. (…)
- Encouraging News on the Market
In light recent events, we thought the following article might be of interest to you. Our team at Mosaic Wealth Management is anticipating this volatility to continue. (…)
August 15, 2011
- Volatile Week in the Market
Stocks underwent severe volatility last week. (…)
