“You know the funny thing, I don’t get along with rich people. I get along with the middle class and the poor people better than I get along with the rich people.”–Donald Trump
“Money solves your money problems.”–James ...(more)
Did you take the time to read The American Taxpayer Relief Act of 2012? If you are like most Americans not only did you not read it, you may not even know what it is! The Act, better known as the Fiscal Cliff deal, ...(more)
Do you hear people talk about being in the financial “red zone” and wonder what this means? The “red zone” is often referred to as those critical savings years, just before retirement.
Are you looking for ways to ...(more)
Many myths surround these popular estate planning tools.
If you fear probate, consider a living trust. If you worry about your will being contested or your heirs fighting over your assets, a revocable living trust ...(more)
What makes financial sense for some baby boomers may not make sense for you.
There is no “typical” retirement. Many baby boomers want to believe they will have one, and their futures may indeed unfold as planned. ...(more)
When people talk about the market being “up” or “down,” they are specifically referring to the overall performance of securities traded through the various exchanges. These peaks and valleys can be identified through ...(more)
Blood and tears too.
“By working faithfully eight hours a day you may eventually get to be boss and work twelve hours a day.”–Robert Frost
I was fortunate enough to be able to cofound a company which, seven years ...(more)
First of all, remember that the money is yours and not the company you are leaving. It's your retirement account and you have the right to decide what to do with your 401(k) when you switch jobs, but you need to know ...(more)
Life isn’t one of these.
“I notice that you got it. You notice that I want it. Know that I can take it to the next level baby.”–Nicki Minaj
Yes, I feel dirty for quoting a Nicki Minaj song, just for the record.
How ...(more)
Dear Investors,
I’m not sure that the change of a calendar year holds as much significance to any other profession as it does to the professional investor. Investors are by practice intensely aware of cyclicality ...(more)
Dear Investors,
It’s already been a great year for stocks, and we’re only a month into 2012. January was the best first month of the year since 1997 with the S&P 500 finishing up over 4%. Historically, such ...(more)
Dear Investors,
The S&P 500 was up another 4% in February and is now up almost 9% for 2012. This return would be wonderful if judged over an annual timeframe—for a two-month period it is a phenomenal one. ...(more)
Dear Investors,
It’s said that markets are ruled by fear and greed, but for the last several years, there has been much more of one than the other. Since the S&P 500 peaked in 2007, there have been glimpses of the ...(more)
Dear Investors,
April was the start of earnings season for the first quarter, which is when public companies report their quarterly results. Earnings season is by far one of the most chaotic times to be an investor ...(more)
Dear Investors,
The dichotomy of sentiment surrounding capital markets this year has certainly been something to be marveled at. Markets rocketed higher in January, February and March only to come crashing back down in ...(more)
Dear Investors,
The S&P 500 was up by almost 4% in June, which was a strong month, but there wasn’t a lot of fundamental change that caused the market to rise by such a large amount. Almost all of the gain happened ...(more)
Dear Investors,
Last month the S&P 500 was up by 1.26% and the stock market is almost back to its 2012 highs after a big rally to begin August. Currently the S&P 500 index is just below the 1400 level, which is ...(more)
Dear Investors,
The beginning of September marks an unofficial end to the summer, and for Wall Street that means it’s time to get back to work. The period that begins with going away in May ends with Labor Day, and the ...(more)
A lot changed in September.
The S&P 500 finished up 2.5% for the month and up 5.5% for the quarter, but if you blinked you may have missed most of the gain because almost all of it happened on two days. On ...(more)
Dear Investors,
Tonight the presidential election will finally be over and the markets will have some certainty about who will be in charge of the US government for the next four years. The victor will celebrate, but ...(more)
