Tag Archives | economy

2nd Q

Quarterly Market Review

This report features world capital market performance and a timeline of events for the last quarter. It begins with a global overview, then features the returns of stocks and bond asset classes in the US and international markets. The report also illustrates the performance of globally diversified portfolios and features a topic of the quarter. […]

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I Just Bought a Vacation Home. Do I Need to Purchase a Specific Type of Insurance?

Thoughts of summer vacation combined with the low mortgage interest rate environment may have created the perfect recipe to buy a vacation home.  Vacation properties are a big investment and it’s important to protect your purchase. Insuring a vacation home is different from insuring a primary residence. As a result, you’ll want to purchase insurance […]

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Should You Delay Your Social Security Retirement Benefit?

Social Security benefits are a major source of retirement income for many people. When you begin taking Social Security greatly affects the size of your benefit. Your Social Security retirement benefit is based on the number of years you’ve been working and the amount you’ve earned. When you become entitled to retirement benefits at age […]

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S&P Missing Days

The False Hope of Market Timing

While I have mentioned the failure of market timing on many occasions in the past, it bears repeating. Market timing does not provide a good foundation for an investment strategy. Markets are too efficient to allow market timers to reliably forecast the future. In short, market timing offers false hopes to investors. The harsh reality […]

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Taking Care of Those That Took Care of Us

People are living longer than ever before and longer than anyone could have predicted just a few decades ago.  When the Social Security System was created, the designers expected the retirees to live just a few years on the benefits before dying.  Today, retirees are living 15, 20, and even 30 years into retirement.  According […]

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Traps That Successful Investors Avoid: The Yield Trap

Smart people sometimes fall into traps when they invest. There are plenty of seductive pitches out there. That’s why this series of posts is about traps that successful investors avoid. My goal is to help you recognize traps and to establish good habits that will drive your financial success. When interest rates are low, products […]

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Understanding Sequestration

If you like political drama, you’re in luck. It seems like just yesterday the news was filled with references to the fiscal cliff. Now, sequestration dominates the headlines. Look for more political confrontation to unfold as sequestration gets under way. What Exactly is Sequestration? Sequestration refers to a series of automatic, across-the-board spending cuts to […]

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