Archive for March, 2012

Stay the Course?

Are you a “lane changer”? In traffic, he’s the guy who’s constantly changing lanes, expending a lot of energy but doesn’t really get ahead. We all know we’re supposed to “buy low and sell high”, but unfortunately your average investor doesn’t do that. When we look at the flows into and out of equity funds we find that people are pouring tons of money in when the markets are high and withdrawing at market bottoms. Why? By the time people feel comfortable with the direction of the market (investor confidence is increasing), they’re looking at recent past data and many ... Read More

China’s Inverted Curve

An inverted yield curve in the US has predicted 6 out of 7 worsening economic conditions in our country since 1970. In China, we don’t have the same type of statistics because of their young open economy, but recently their yield curve has “inverted”. I’m watching this and realizing it’s just another of many economic indicators out of China pointing towards a slower economy. I really don’t want much (if any) exposure to the Chinese Stock Market. This also has consequences to the whole global trade market as China is the 2nd largest economy right now. We truly are a ... Read More

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Client?

Are you interested in talking with me about your finances and investments but not sure if we’re the right fit? I have clients of all portfolio sizes, ages, employment, and stages of life. What I like to do is make a difference in someone’s life. Frankly, it’s just as rewarding for me to work with a young couple who are serious about planning and saving for their future as it is to manage portfolios and wealth for business owners and retirees. Don’t be shy. If you’re curious about whether we’d be a right fit, give me a call and we ... Read More

The Story Behind Gas Prices

The price of gasoline has definitely gone up over the past month and most experts expect it to continue its rise during the spring and into the summer. Curious about how the price of gasoline goes up and down, and why? This is a pretty good article describing the supply of oil, refineries, delivery of gas, etc. Read it to be informed as the summer and higher prices come upon us. THE STORY BEHIND GAS PRICES Read More

DerDerDer

This is one of the funniest things I’ve seen in a long time….and only in America can you get away with it. My wife met the creator of this unique musical instrument last week, I went to the website, and can’t believe he’s getting $10 per toilet paper roll instrument. Good for him. Frankly, his sense of humor is so in tune (no pun intended) with mine that I want to buy one instead of making my own just to support his great imagination and website. Funny. 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.

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