A recent study conducted by TD Ameritrade revealed some very interesting insights into how the millennial generation views money, and possessions. In the limited amount of space I’m given for this column, I won’t be able to go into all of them. However, I felt a couple of takeaways from [...]
Fears of a major trade war are causing another selloff in global markets this week. China, late on Sunday, said it would increase tariffs on 128 U.S. products in response to U.S. duties on imports of aluminum and steel. President Donald Trump is separately preparing to impose tariffs of more [...]
The water cooler topic of the week has probably been the dramatic movements downward in the stock market. It’s been a wild ride, that’s for sure. While scary, we hope to provide proper perspective. Market volatility has been historically low now for the better part of the past year. Not [...]
Investors talk about bonds as a financial holding and most own some. But I find few people really understand them. Why are they are considered safer than stocks? Why at times might they not be as safe as thought?Within the investment realm, one can only choose among four basic [...]
For long term readers of this column, you might remember the stock market January Effect from prior years. The basic premise is that if the stock market is higher after the first five trading days of January, and if it ends the month higher than the end of December, odds [...]
. In the past sixteen years, US investors have experienced two of the worst or most difficult financial market First an investor should decide between two basic viewpoints about markets. During the 1960’s, Dr. Eugene Fama developed the Efficient Market Hypothesis (EMH) as his doctoral dissertation. For [...]
Monday the S&P 500 finally topped its previous high. Yesterday, it added another .7 percent to 2152. It has been a tumultuous fourteen months since the prior high of May 21, 2015. This large cap index dropped over 12 percent to its August low, rose over 12 [...]
“I’m from the government and I’m here to help.” On April 6th, the Employee Benefits Security Administration (EBSA) of the Department of Labor (DOL) stepped in to do its part to ensure retirement savers get investment advice to help them. The Department issued its final, long awaited regulations regarding fiduciaries [...]
During the first quarter of 2016, stock ownership provided a roller coaster ride. Last week I railed against the Fed’s free money policy and its consequences. This week we examine whose ox was gored and whose geese were golden. In the short term, I think Mr. Market will continue to [...]
I dislike complaining or whining. But if I were ever going to complain about something, it would be the lousy investing climate of 2015. On the whole, it was a great year for our family and it might still be finished fantastically with the birth of our seventh grandchild, our [...]
