An Investment Roadmap
The Fed Blinks The September meeting at the Federal Reserve was eagerly anticipated by analysts, economists, and short-term investors because there was the real possibility that central bankers would finally boost the fed funds rate for the first time in almost 10 years. In case you missed it, the Fed chose not to raise rates […]
Read ArticleDon’t Sweat the Headlines
Volatility Can be Managed In last month’s market commentary, we talked about looking past scary headlines. It’s easy to say when stocks are holding up or moving higher, but a jarring correction may create uneasiness. We are reminded of a comment by John Bogle, retired CEO and founder of the mutual fund giant, The Vanguard […]
Read ArticleManage the Manager
In an ideal situation, employees would love their day jobs, be content with their job titles, and never struggle for growth. However, let’s face the facts — not all career situations are ideal. With a great job comes more responsibility and 9 times out of 10, you face less than ideal obstacles. According to psychologist […]
Read ArticleThe Patient, Disciplined Investor Sleeps Comfortably at Night
Looking past scary headlines…resiliency July saw markets collide with a whole bunch of unsettling headlines. Greece tiptoed across the default line. Stocks in China, which peaked in June, were badly battered in July. The Fed continues to telegraph that it wants to start raising interest rates sooner rather than later. Corporate profits are running into headwinds […]
Read ArticleThe Best Time-Saving Hacks for Back-to-School Shopping
Back-to-school shopping hacks that will save you time and stress. Can you hardly believe it’s back-to-school shopping time of year again? It feels like the summer has just begun, yet August is upon us and soon the start of another school year. The clock is ticking to get everything in order before school starts again […]
Read ArticleMarket Commentary July 2015
An island of instability One month ago, I spent a considerable amount of time talking about the U.S. economy. I discussed the slow climb out of a deep hole and another speed bump earlier in the year. But there has been some good news – the economy seems to be exiting the funk it entered […]
Read ArticleMarket Commentary June 2015
Two steps forward. One step back. Did you know that the economic recovery is nearly six years old? That’s right – the Great Recession ended in June 2009, which means the economy pulled out of its nosedive and began to climb higher the next month. That is what the National Bureau of Economic Research, which […]
Read ArticleThe Basics of Property and Casualty Coverage
Christopher Van Slyke and Scott Obrien of WorthPointe interview Allstate’s Melissa Fleming about the basics of property and casualty coverage:
Read ArticleMarket Commentary May 2015
95 years young Sir John Templeton may not be a household name, but in the investment world, he is a legend. Born in 1912 in humble surroundings, he attended Yale University during the Great Depression and was named a Rhodes Scholar to Balliol College at Oxford. He began his career on Wall Street in 1937 […]
Read ArticleWhy Tim Duncan Hired The Wrong Financial Planner
NBA star Tim Duncan became the latest professional athlete to file suit against his financial advisor. He alleges that Charlie Banks, who he’s been working with for 17 years, pushed him into investments despite conflicts of interest that ultimately resulted in substantial loss. “I invested in a series of opportunities presented by Charles Banks, […]
Read Article