Oct 3, 2013
The amount of switches, twists and turns over the past quarter is enough to make anyone’s head spin! The news over the past quarter provided plenty of reasons for stocks to sell-off: the Fed sent mixed messages on tapering their QE (Quantitative Easing) program,...
Sep 7, 2013
Welcome to September!… Historically, one of the most challenging months of the year for the stock market. After a strong first seven months, the S&P 500 declined -3.1% and the Dow Jones Industrial Average (DJIA) declined -4.4% for August, the worst monthly...
Aug 5, 2013
What do tulips, Beanie Babies, Barbie Dolls, real estate, stock markets, silver and gold have in common? They have all seen speculative bubbles in their prices that burst with devastating results for investors who believed that there would be no end to their rising...
May 20, 2013
The adage “sell in May and go away” doesn’t seem to be holding true this year – at least not so far. The S&P 500 is up over 16% for the year, and has now been more than 125 market days without a 5% or greater pullback. (The average since...
May 20, 2013
Mutual funds have long been the go-to investment for many investors, thanks to their one-stop-shopping nature. In general, mutual funds are actively managed by professionals who do the investment picking for you and, in theory, choose a variety of investments to help...
May 20, 2013
The world of financial services can often be anything but transparent. How can you make an “apples-to-apples” comparison when interviewing advisors? We hope that this list of questions will assist you in your search and enable you to better understand key...
