Aug
07

The Patient, Disciplined Investor Sleeps Comfortably at Night

posted on August 7th 2015 in Market Commentary with 0 Comments

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 […]

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Aug
06

The Best Time-Saving Hacks for Back-to-School Shopping

posted on August 6th 2015 in Your Family with 0 Comments

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 […]

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Jul
10

Market Commentary July 2015

posted on July 10th 2015 in Market Commentary with 0 Comments

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 […]

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Jun
04

Market Commentary June 2015

posted on June 4th 2015 in Market Commentary with 0 Comments

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 […]

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May
07

Market Commentary May 2015

posted on May 7th 2015 in Market Commentary with 0 Comments

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 […]

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Mar
11

Why Tim Duncan Hired The Wrong Financial Planner

posted on March 11th 2015 in Your Financial Advisor with 0 Comments

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, […]

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Mar
06

Market Commentary March 2015

posted on March 6th 2015 in Market Commentary with 0 Comments

In the midst of 2008-09’s downward economic spiral, gloom, and talk the economy could enter a Great Depression, the S&P 500 Index ended March 9, 2009 at 676.53, according to data provided by the St. Louis Federal Reserve. Few predicted at the time that stocks had put in a bottom, and investors had just given […]

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Feb
09

Market Commentary February 2015

posted on February 9th 2015 in Market Commentary with 0 Comments

                            Volatility is a word analysts throw out frequently when markets gyrate sharply over a short period of time. One day it’s sheer ecstasy and the next day if feels like despair. Investopedia defines it this way: “Volatility refers to the amount […]

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