- View by Topic
- Archives
- Browse by Tag
- Recommended Sites
June 17, 2013 What is Your Time Horizon?
When markets become volatile as a result of reaching an inflection point, investors begin to challenge their own thinking regarding asset allocation. How we allocate assets among different asset classes and their market segments is a function of many things: liquidity, legal issues, the desired risk[...]
June 10, 2013 Down the Middle
The markets don’t like surprises. Which is interesting because part of being an investor is knowing how to react to surprises. No matter how well informed we might be, there is always a company announcement or economic data point to throw our best laid plans off kilter. Surprises are part of[...]
June 3, 2013 We’re Even More Data Driven Now
Two weeks ago central bankers provided some excitement as news from our Fed Chair and the Bank of Japan’s head indicated that there was some likelihood that a change in policy is in the near future. As a result, stock markets sold off and bond yields moved higher. Some suggest that this was a te[...]
May 28, 2013 A War of Words
A War of Words Last week we saw bond and stock market gyrations both here in the U.S. and abroad. The source of this market volatility was a war of words coming from Central Bankers across the globe. Specifically, here in the U.S. and across the Pacific in Japan. However, this war isn’t bein[...]
May 20, 2013 What’s Not to Love
Tagged Asset allocation, Consumer Price Index, CPI, Inflation, Interest Rates, PPI, Producer Price Index
With the stock market delivering another week of records and headline inflation numbers showing no growth, consumer sentiment moved higher. And why not? Everything seems to be going just the way it should, right? There is nothing like a stock market rally and rising home prices to give consumers a b[...]
May 6, 2013 Monday Morning Market Update
The headlines this weekend tell the story of most investors' feelings about the new highs we achieved in domestic stock markets Friday. On Saturday, I saw the following headlines while perusing RealClearMarkets.com: Beware of Zombie Stock Market; Dow 20,000 Close; Is Dow 15,000 Time to Sell; Sorry[...]
April 29, 2013 Monday Morning Market Update
Economic and Earnings Growth Economic growth, as measured by real gross domestic product (GDP) in the U.S. was up 2.5% during the first quarter despite some weaker news about the month of March. This was much better than the 0.4% growth rate for the fourth quarter of last year but below the cons[...]
April 22, 2013 Advance Health Care Directives
Tagged Durable Power of Attorney, Financial Planning, Health Care, Health Care Proxy, Living Will
I recently learned that April is Parkinson’s Awareness Month. As many of us know, Parkinson’s disease (PD) is a progressive disorder of the nervous system that affects one’s movement. According to the Parkinson’s Disease Foundation, an estimated seven to 10 million people worldwide live with[...]
Monday Morning Market Update
Economic & Market Review Where Does Confidence Come From? Confidence is defined as “belief in your own abilities; belief in your ability to succeed; faith in somebody to do right.” (Bing dictionary) If we are talking about consumer confidence then we are discussing the individual cons[...]
April 15, 2013 Monday Morning Market Update
Economic & Market Review The Canary in the Coal Mine? There seems to be a tale of two markets for businesses. Large companies that have the ability to allocate capital on a global basis, move operations to the cheapest source of labor and take advantage of faster growing emerging markets [...]