I’m a big fan of “behavioral finance” as many of you know. This includes understanding the importance of our human nature to the decisions we make in our lives–including finance. This week’s video I talk about the tendency for us to only listen to data that supports our pre-concieved conclusion. As investors, we have to avoid this! Read More
I made a little mistake with the date and venue for my seminar next week. Come to find out, they were telling me the date was free when in fact it was already reserved–they were looking at the wrong month. Therefore, I’m going to have my seminar in October, with a date to be announced. I’m thinking the 3rd or 4th week. It will be very interesting and I’m hoping you will consider attending. I also highly encourage you to think about who you know (friends, neighbors, family, work colleagues) who would benefit from attending this seminar and meeting me. ... Read More
The big question we need to answer is “what happens after a Greek default?”. Lehman’s collapse was a full year before the financial crisis of 2008, and it’s very probable the full impact of Europe imploding won’t be felt for some time. We, as investors, need to stay informed and ready to react. Please continue to read my newsletters and blogs, and have my number in your speed dial. 303.747.6455 CLICK FOR FULL ARTICLE – EUROPE ECHOES OF LEHMAN Read More
I doubt many of you know that I’m a huge Tom Selleck fan. Magnum P.I.? Oh yeah! I totally wanted (and still do) to be just as cool as he is. Any movie he’s in I’m a fan of. So, in that vein of thinking, here’s a collection of movies that would be better if Tom Selleck’s mustache was included. Maybe I’ll try to grow one just like Tom. Read More
I’ve had a relatively low position in stocks for clients for quite some time, but I’ve decided to lower it even further. I’m quite concerned about the correlation between Europe and the US, emotion/news driven volatility, and the uncertainty about what the Fed will do. The risk just doesn’t warrant having as high a percentage as I’ve had. On the flip side, profitability, efficiency, and cash balances have all been rising in the firms that comprise the S&P 500. Is the return worth the risk? Click on video to hear more. TRANSCRIPT: Hi there, Mike Brady with Generosity Wealth Management, ... Read More
I made a little mistake with the date and venue for my seminar next week. Come to find out, they were telling me the date was free when in fact it was already reserved–they were looking at the wrong month. Therefore, I’m going to have my seminar in October, with a date to be announced. I’m thinking the 3rd or 4th week. I cordially invite you to come to my seminar Wednesday September 28th at 6pm at the Highland Building. Click on the invitation above or the link below to download and RSVP. Please bring a friend you’d like ... Read More
Statistically speaking, when 2 or more things move together (both zig at the same time instead of some of them zagging) it’s called a correlation of 1.0. Over the past 30 years the correlation of the global markets have continued to increase towards 1. This means that it’s a high probability that as Europe falls, it will impact our US markets. How much is the question, but our fates seem to be intertwined. CLICK FOR FULL ARTICLE Read More
I think many of you know my first standard poodle that came into the office was named “Picard”, after Captain Jean-Luc Picard of Star Trek Next Generation fame. My wife and I love Star Trek and one of our first dates was to a Star Trek Convention. So, now that all my existing clients are leaving for the door after losing all respect for me, I think it’s appropriate to buy a U.S.S. Enterprise Owners’ Manual. Or, buy one for someone who loves Star Trek (cough cough, hint hint) CLICK FOR FULL ARTICLE Read More
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The Dow Jones Industrial Average is an unmanaged, price-weighted index of 30 large capitalization stocks with dividends reinvested.
The Standard & Poor’s 500 Index (“S&P 500”) is an unmanaged, market capitalization weighted index of 500 widely held stocks, with dividends reinvested, and is often used as a proxy for the stock market.
The Nasdaq Composite is an unmanaged, market capitalization weighted index of stocks listed on the Nasdaq Stock Exchange, and are reported as price return without reinvestment of dividends.
Indexes are often used as a proxy for the stock market and cannot be invested in directly.