If you are committed to making your own investment decisions, based on your personal observations about the markets, here is what one of our third party investment managers is telling us today: "As we enter a new trading window, we are coming off a volatile period within the market. After trading down to nearly 1265 …
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Socially Responsible Investing (SRI)
Studies show that socially responsible investing, or SRI, is becoming increasingly popular. • SRI in the United States is now growing at a much faster pace than the broader universe of all investment assets under professional management. • From 2007 to 2009, SRI assets increased more than 13% while all investment assets under management edged …
The Case for Alternative Investments – Part IV
Are you more than a little worried about where the markets are heading? If you are, and you don’t have millions on the line (that’s most of us) then I’m going to jump ahead and tell you now about three investment options from Purcell Advisory Services, out in Tacoma, Washington. I’m actively putting clients into …
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Maybe You Should Choose Door #3
Door #1 is to retire as soon as you can and hope for the best. Door #2 is to keep working as long as you can and hope your health holds so you can enjoy retirement. There may be a third alternative that you can choose which we’re calling Door #3. It may give you …
Find Free Money to Pay for College – Ch. 1
College planning and retirement planning go hand in hand. As someone who has helped clients with their retirement plans for over 30 years, I like to think I know what I’m doing. A subset of retirement planning is college planning or college funding. I’ve discovered that you can’t offer one without impacting the other. Typically …
The Case for Alternative Investments, Part II
Part I began my discussion about Alternative Investments by trying to help with an understanding of the terms used. I referenced some of the investments that are thought of as “alternatives” and began to provide definitions for some of the words and phrases necessary if you’re going to employ Alternative Investments in your portfolio. As …
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Confusion Among Investment Professionals?
No, not really, but... The following two summaries, issued this week, from two programs that I use for clients' money, will give anyone pause. I’ve removed the names to protect the innocent... The first reads as follows: _________ issued the following statement regarding today’s new allocation: We made adjustments to the portfolios consistent with our …
The Dow Jones Market Index Explained
The Dow Jones Theory is probably the most popular theory regarding the behavior of stock market prices. It has been around for almost 100 years, yet even in today’s volatile and technology-driven markets, the basic components of this theory still remain valid. The theory derives its name from Charles H. Dow, who established the Dow …
Every 18 Year Old Should Have These 3 Critical Documents
Summer is here and high school graduation has come and gone. Before you know it, college freshman everywhere will be settling into their residence halls and high school seniors are eagerly anticipating being next. Moving on to college is an important milestone for young adults, but it is important not to lose sight of other …
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The Case For Alternative Investments – Part I
For the past ten years, the markets have essentially gone nowhere. And it is entirely possible this history will repeat itself over the next ten years. If the pattern holds, all investors will be forced to rethink their assumptions about asset allocation and diversification. Otherwise, we’re unlikely to be successful if our objective is to …
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Helping Define Your Financial Future 