Blog Posts
Seven Mistakes to Avoid In the First Year of Retirement
USA Today outlines seven common mistakes that we constantly flag for our clients. If you are close to retirement, chances you have overlooked at least one of these. We see a lot of new retirees who don’t consider inflation in their planning process. Maybe they are...
Properly Pricing a Stock
In the past writings below, I referred to the concept of a fair value for stocks. However, I skipped a step. I did not define what I meant by fair value. So here goes... To start, let us assume that we are not in extraordinary times (link). Assume that we are in...
What Investors Have In Common With Dinos in Jurassic Park
There’s a great scene in Jurassic Park where Alan, Tim and Lex watch a stampede of dinosaurs suddenly change direction and head right toward them. What made them change direction? What made them decide that this new direction was any better? Turns out investors do...
It’s The Issues That Seem to Come Out of Nowhere That May Hurt Us The Most.
Stock market crashes and big economic recessions can be caused by a variety of factors. The real concern are the factors that seem to come out of nowhere; the ones that catch everyone, even the experts, off guard. Take all this talk by the media predicting an economic...
With Markets at All Time Highs, You Still Need to Be Prepared.
With the equity markets reaching all-time highs, you would think everyone on Wall Street would be dancing in the streets. Nope! They’re using this time to talk about all the reasons why we’re in for a big correction, down turn, or crash. This shouldn’t be a surprise....
Rising Interest Rates Can Help Your Portfolio
Much of the attention over the last few months on the effects of interest rates and bond tapering on your portfolio focus on the immediate consequences – a decline in bond values. But rising interest rates can be good for your portfolio over a longer time period due...
The US Energy Revolution Could Be Big
It’s hard to believe the energy revolution that is going on in this country. It’s being touted as a “game-changer” and “transformative”. The US is quickly becoming the low cost provider of energy. International companies are in the process of building new...
Putting Economic Dark Clouds in Perspective
Many experts argue that the Great Recession may have been the worst economic event since the Great Depression. But how does it compare to other economic events that have happened? According to a new more encompassing economic indicator by the International Monetary...
Why You Shouldn’t be Afraid to Invest
This week when we reviewed accounts for several clients, we found a few examples of client portfolios that have doubled in value over 10 or 11 years. That equates to a 6%-7% rate of return each year on average. Not too bad given that happened during some turbulent...
Active Asset Allocation Trend Updates: October 2013
The Active Asset Allocation Portfolio utilizes a trend following strategy by buying and selling securities based on established price trends in each asset class. Below is a snapshot of the current trends we are following: US Equities: The bright spot in the world...
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