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Category: Personal finance

The weakest 6 months are here for the S&P 500 and Dow Jones Industrials. The NASDAQ ends its best six months in June. Ideas for repositioning your portfolios are included.

Today, Citigroup reported earnings in line with analysts expectations, but warned of weakness in its fixed income business. This resonates with our own concerns for the US debt market. Both government bonds and corporate bond yields have been under pressure for months as we have seen an inversion of the yield curve in some U.S. …

Give Me a 50, a 200, and a Death Cross! Read More »

Retirement is increasingly seen as a long journey to look forward to, not, as it once was, a relatively short period of life that spelt the end of the road. Today’s retirees are more busy, independent and curious than ever and have more time to settle into a life filled with endless possibilities. But at …

The case for a Midlife Check-Up Read More »

Walls needed, walls built As the old adage goes, “markets climb a wall of worry”, so in good fashion BAML tapped into its inner Trump in its weekly market review to make certain sure that investors have a wall! While the US Federal Reserve tries to atleast stabilize its debt to GDP ratio – something …

Debt, More Debt and BAML sees Unicorns! Read More »

With the start of every new year comes all of those resolutions that you’re absolutely, positively, definitely going to tackle. You’ll finally kick your retirement savings into high gear. And you’re not going to let that financial paperwork pile up again. Yet while you have a game plan for just how to get there in …

6 Ways to Help Beat Financial Procrastination in 2015 Read More »

Millions of people will need to lower their standard of living in retirement because they haven’t saved enough, according to a recent report by the Center for American Progress. The report found Americans struggling to prepare for retirement and less prepared than previous generations. In addition, a large portion of individuals may have to rely …

Golden Years May Be A Bust For Millions Of Retirees Read More »

Financial Planners are constantly picked on and even ridiculed, mostly by people who never worked with a financial advisor and don’t think they need one. Advisors are thick-skinned and a quick-thinking group though, so this is no big deal. However, a couple years ago I was caught off guard. I was dining with a close …

Our basic advise for everyone Read More »

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