Market Commentary: Week Ending 12-02-11

2011-12-06T13:56:09+00:00December 6, 2011|Market Commentary|

I hope everyone had a safe and Happy Thanksgiving, and that you have finally recovered from all the food!  I’m sending this week’s market commentary from sunny Orlando.  I was asked by the CFP Board to serve as a Subject Matter Expert to assist in determining the cut score for the upcoming CFP exam in the spring.  Don’t worry – I’m still monitoring the markets each day, and will be returning to the office Wednesday. [...]

Should You Refinance? Low Rates Aren’t Necessarily A Green Light

2011-07-12T09:07:42+00:00July 12, 2011|Blog, Family Financial Information|

There is a lot of hype about refinancing your mortgage and you’ll often hear statements like, “Rates have never been lower!”  The truth is, interest rates are low right now (and Ben Bernanke stated in late June that he expects they’ll stay low for a while). However, even when they’re at their lowest, refinancing depends on your personal situation.  While it’s important to talk to a mortgage expert (preferably not the person/institution who would be [...]

Market Commentary: Week Ending 7/8/2011

2011-07-11T14:26:30+00:00July 11, 2011|Market Commentary|

Have you been to a playground recently?  See-saw’s are less common than ever and have given way to more complex playground equipment, but I think the image of an old-fashioned see-saw will help you visualize my point in this week’s market commentary.  The first see-saw I’d like you to imagine is this: When stock prices are rising, bond prices are falling.  The other see-saw I want you to visualize is this: If bond prices are [...]

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