A summary of what happened last week, and might happen this week. Click HERE…
Tag: investment advice
How to Play Defense Against Volatility in Your Portfolio
My Comment: It’s sometimes helpful to look back a few months, sometimes a few years, to see what I was thinking at the time and to compare what was then with what we see now. For example, as investment advisors we have long embraced the idea of a diversified portfolio to minimize risk. Think Enron; …
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First Quarter On Track to Be Best in 14 Years
Stocks end this final week of what’s shaping up to be the best first quarter in 14 years, with little hope the second quarter can match its gains. My Comment: Who among you saw this coming? And if you did, what is your prediction for the next quarter? No one knows. All we do know …
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J.P. Morgan Weekly Market Recap – March 26, 2012
A summary of what happened last week, and might happen this week. Click HERE...
Look Beyond Stock Mutual Funds’ Lousy 2011 Numbers
My Comment: Lately, I’ve been doing a lot of drum pounding about the investment manager I found some 18 months ago. Purcell Advisory Services uses mutual funds and ETFs and is hands down the best solution I’ve found to grow your money ever. The conservative portfolio I use returned 5.45% net of all fees in …
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Designing and Evaluating A Strategy on Alternatives
My Comment: Alternative investments, in my opinion, are a key ingredient in contemporary investment portfolio design. The one hiccup that caught the attention of financial advisors like me was the extent to which bonds and stocks both declined in value in the fall of 2008 and early 2009. We've always tried to diversify a portfolio …
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Value for Your Values
Socially responsible investing can be good for your conscience and your portfolio. 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 …
What’s Behind those Higher Gas Prices
My Comment: Yesterday, at my usual barbershop, there was a vigorous discussion between the person next to me and his barber about how it was Obama’s fault that gas prices were so high. When I asked how it was possible for him to so aggressively influence the price of oil, I was told that it …
The State of the World: A Framework, by George Friedman
My Comment: Today must be Wednesday since the principal blog post is about politics. But I'm tired of the clowns involved in the Republican primaries and so am going a different direction. George Friedman is clearly a strategic thinker and describer of stuff that will ultimately influence how our lives will play out over time. …
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A Positive Narrative for U.S. Foreign Policy
My Comment: At last, a positive message! From time to time you’ve heard me rant about the negative messages that surround us. And I’ve promised from time to time to give you something “not negative”. Yeah, I know, I need to get my head fixed as well. Here is a post from my favorite thinker. …
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Helping Define Your Financial Future 