Archive for May, 2012

Current Thinking with Uncertainty in the Air

There are few things the stock and bond markets hate more than uncertainty. Currently, part of that uncertainty is the unraveling of the European Monetary Union and the impact that will have on us here in the United States. Since the beginning of the year (see January and April videos in particular) I have been optimistic, but I have to say my enthusiasm for this market is waning. The summer months, historically difficult in themselves, have me concerned with lower GDP numbers, continued unemployment leading to the election, but most importantly concerns about the debt problem in Europe and domestically. ... Read More

Please “Like” me on Facebook

If you’re looking for my current thoughts in between newsletters, I encourage you to “like” my business page on Facebook. It’s at http://www.facebook.com/GenerosityWealth While I’m reading articles and doing research during the week, I post links to share with you. Check it out!   Read More

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Waving the White Flag

John Mauldin is one of my favorite newsletter writers. This week’s newsletter speaks exactly to what my video above addresses–the elephant in the investment room is Europe. I highly encourage you to set aside 10 minutes to read this weekend’s newsletter. It goes into greater depth than I can in the 3 to 4 minutes for my video. Europe is the concern as we enter the dull summer months.  Waving the White Flag Read More

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Planning for a 30 Year Retirement

With increasing life expectancies, there is a very real risk of outliving your money or not living in the lifestyle you’d like. This article is how to plan for a 30 Year Retirement, with some great suggestions about the retirement plan you create. One of the best things I do for my clients is the planning, creation, and monitoring of a retirement plan. This is not only before retirement, but after as well. If you don’t have a retirement plan already, my best advice is to get one as soon as possible, and I’m always here to help.  Plan for ... Read More

Monopoly Return on Investment

So, have you ever wondered what the best places (in terms of return on your investment) in the game of Monopoly are? Who would have thought it’s Connecticut Ave at 162.2% with a hotel? Mediterranean is the worst at 80.6% Boardwalk and Park Place? 142% and 111%. On those rainy summer evenings, I encourage you to perfect your Monopoly game!  The Inefficient World of Monopoly         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.

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