Risk and Investing: How To Keep Your Head and Your Heart on The Same Side

2021-07-31T01:08:25+00:00July 1, 2021|Blog, Investments|

When it comes to long-term investing, the numbers are simply one piece of an enormous puzzle. The remaining pieces of that puzzle consist of your “why.”  Why are you investing in the first place?  Are you building up your nest egg for emergencies or unexpected expenses?  Are you preparing to send your kids to school?  Is it finally time to start chipping away at the downpayment on your dream vacation home?  With every vital goal [...]

Fed Raises Rates

2016-12-19T17:49:44+00:00December 19, 2016|Market Commentary|

Weekly Update – December 19, 2016 Last week was mixed for the markets, as the Dow increased by 0.44%, while the S&P 500 lost 0.06%, the NASDAQ dropped 0.13%, and the MSCI EAFE gave back 0.55%. We also saw a variety of data released, giving a similarly mixed view of recent economic activity. Retail sales and the Consumer Price Index showed modest gains, while industrial production and housing starts both declined. The biggest headline from [...]

What kind of planner are you?

2015-05-19T16:13:27+00:00May 19, 2015|Blog, General Financial Planning|

I’m obviously biased when discussing the importance financial planning. However, I’d like to present some findings that may (or may not) surprise you. At the end, you’ll find a FREE offer from us to review your financial plan and answer any questions you may have. According to research sponsored by the CFP Board and Consumer Federation of America (CFA) in 2013, close to nine in ten American households are engaged in some type of formal [...]

Market Commentary: Crisis Averted

2013-11-12T23:45:29+00:00November 12, 2013|Market Commentary|

The US Markets had a slight pullback in the final week of the month, but finished October overall with solid gains. The highlights of the month were once again centered on politics and the Federal Reserve. The global economy collectively breathed another sigh of relief on October 16th. With less than 24 hours before the U.S. Treasury would have run out of borrowing room, Republicans and Democrats struck a deal that ended the 16-day government [...]

What kind of planner are you?

2013-10-16T22:56:59+00:00October 16, 2013|Blog, General Financial Planning|

I’m obviously biased when discussing the importance of financial planning. However, I’d like to present some findings that may (or may not) surprise you. At the end, you’ll find a FREE offer from us to reward you for looking into this further. According to new research sponsored by the CFP Board and Consumer Federation of America (CFA), close to nine in ten American households are engaged in some type of formal or informal financial planning [...]

Post-Election Market Commentary

2012-11-09T01:29:26+00:00November 9, 2012|Market Commentary|

The buzz-word on Wall Street the day after the election was ‘uncertainty.’  While investors now know that President Obama has been re-elected, two significant sources of uncertainty in today’s marketplace remain: the so-called fiscal cliff and the debt ceiling. In a market where political and economic uncertainty continues to prevail, investors will be best served to consider the scenarios that could play out for various economic events. THE FISCAL CLIFF When the lame duck Congress [...]

Global Indicators Remain Weak: October Market Commentary

2012-10-04T13:27:56+00:00October 4, 2012|Market Commentary|

For the month of September, the Dow Jones Industrial Average rose 2.65%, the Nasdaq Composite rose 1.61%, and the S&P 500 rose 2.42%, all for their fourth consecutive monthly advance. At this point, we think the potential for substantial gains in the markets are at a high point until some of the structural issues facing the global economy are truly addressed versus being papered over or jawboned.  We continue to monitor the technical indicators and [...]

Market Commentary: Week Ending 03-16-12

2012-03-19T21:03:00+00:00March 19, 2012|Market Commentary|

The global markets saw big gains for the week. With the current gyrations in the markets, I thought I’d share my perspective on my current stance. Buy Low The US stock market has put in a nice run since October 2011. But, most of the gains, undeniably, have come along in a period where the global economic backdrop has been quite ominous (and continues to be). Since this past autumn, we have seen (are seeing): [...]

Market Commentary: Week Ending 03-09-12

2012-03-12T18:53:54+00:00March 12, 2012|Market Commentary|

Global markets posted a fairly flat week. The big news for the week was the Greek debt restructuring that was approved on Friday. Private holders of Greek bonds, who for the most part are banks, hedge funds and the like, agreed to a “haircut” of up to 74%. Greece had as much as 85% of the bond holders agree to the debt swap, but had to use a collective action clause (CAC) to force the [...]

Market Commentary: Week Ending 03-02-12

2012-03-05T21:45:44+00:00March 5, 2012|Market Commentary|

For the most part, global markets posted very modest gains for the week. Yet again, the big market driving news of the week came from a central bank. This week it was the European Central Bank (ECB) and their most recent lifeline to the banks in Europe. On Wednesday we awoke to the news that Europe opened a second tranche of its Long-Term Refinancing Operation (LTRO) to European banks. Simplistically, the LTRO is an offer [...]

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