How to Invest in Emerging Markets Without Investing in Emerging Market Stocks

There are many approaches to gaining exposure to an investment area of interest.  A common, often over-looked or under-utilized approach is through the backdoor.  As an example, people that want to ride the Apple computer company tidal wave could invest in the companies that supply the “guts” of Apple’s products.  Or, investors that want exposure [...]

March 2nd, 2011|

State of the Markets

This blog is part of a larger white paper we've recently published titled: Opportunities and Risks in 2011.  Click on that title to read the full version. As always, I won’t make any predictions for the coming year as the value in precise market predictions – such as what the S&P will end the year at, [...]

February 1st, 2011|

Bond Market Update

Since the second round of quantitative easing (QE 2) was announced by the Fed, US bonds as a whole (whether corporate or government) have been under pressure.  It appears that the market is finally tuning into a few facts.  The facts being that inflation is already here, rates are going to have to rise, and bonds hold [...]

January 11th, 2011|

“Buy and Hold is Still a Winner” Rebuttal

I recently came across an article in the Wall Street Journal written by Burton Malkiel titled ‘Buy and Hold’ Is Still a Winner.  If you’d like to read the article, it comes right up when you Google-it.  The title of the article caught my attention for obvious reasons - Chladek Wealth Investment Strategy: The Numbers [...]

December 2nd, 2010|

Should You Include Gold in Your Portfolio?

?Gold is making headlines as it continues to push into record territory.  Many are starting to speak about gold being overbought and in bubble territory.  I found a very interesting chart that attempts to frame an answer to the gold bubble question.  The chart below from John Rogue of WJB Capital points to the price [...]

November 3rd, 2010|

The Truth About IRA Rollovers

If you’ve experienced a job loss, switched employers, or retired recently, chances are you’ve heard from more than one financial advisor about rolling over your 401k to an IRA.  You may have even been contacted by a representative of the 401k company asking if you want to rollover the account to an IRA within that [...]

August 17th, 2010|

6 Points All Investors Should Consider

I was recently asked what points a first-time investor should consider before investing.  After giving my answer, I thought it would be helpful for my blog viewers to read my response as well.  If you are currently investing, please review the points below to ensure that your portfolio aligns with my recommendations.  I’ve listed them [...]

June 21st, 2010|

Questions to Ask a Current or Future Investment Adviser

Hiring an Investment Adviser?  The North American Securities Administrators Association (NASAA) has published a brochure titled “Cutting through the Confusion: Where to Turn for Help with Your Investments,” that I have found is extremely helpful for investors to reference when making this very important decision.  The following excerpt has been taken from the brochure: “There [...]

March 31st, 2010|

Economic Recovery: Two Steps Forward, One Step Back

The stock market is down year-to-date (barely), but everything sure feels a lot better than this time last year.  It’s hard to believe that it’s only been 12-months since the S&P 500 hit a low of 667 (March 9th, 2009).  Listed below are market comparisons from the close of 2009 to the end of February [...]

March 1st, 2010|

ETF’s: Should you add them to your portfolio?

Exchange-Traded Funds (ETF’s) were first introduced to the stock market in 1993.  However, there are now over 900 ETF’s offered on the New York Stock Exchange.  So what’s the big deal?  The old-school mutual fund manager would tell you that ETF’s are “just the next big thing” or that the growth is the result of [...]

February 3rd, 2010|