How have our clients avoided the recent stock market losses?

The markets have certainly been frightening over the past couple weeks.  As such, I have been receiving many “thank you” emails and phone calls from clients for selling before the market sell-off last Thursday.  Several of you have spoken of friends and relatives who are anxious about their current advisors strategy (and likely for good [...]

August 10th, 2011|

Market Commentary: Week Ending 8/05/2011

It was not a great week to have a baby and be an investment advisor!  Luckily, the hospital had WiFi and Fox Business on the TV.  I was able to welcome our family’s newest addition, Alexis Karen, on Tuesday.  In addition, I sold the remaining investments in my client’s portfolios as their prices dropped below [...]

August 8th, 2011|

Market Commentary: Week Ending 7/22/2011

Global markets got a burst of energy this past week from the prospects of relief to the extreme stress in Europe.  It is likely we will see some agreement from our fearful leaders on the debt ceiling debate in the very near future, which will likely be greeted with some short-term market upturn.  I believe any [...]

July 25th, 2011|

Response to MSN/Barron’s Article: Investments for Generating Income

MSN posted an article today on their homepage from Barron's titled, "Investments for Generating Income."  The article discussed investments they recommend based on how best to generate income in this economy.  As a fee-only investment advisor, I always read what other people post and was curious to see how valid their information was as soon as [...]

July 14th, 2011|

Post June 2011

While many American families celebrated the official beginning of summer, those of us charged with maintaining their portfolios were hanging on the news each day as it was released. It was a rocky go, and while the month may have ended (finally), we still have much to watch as the events of June 2011 play [...]

July 12th, 2011|

Market Commentary: Week Ending 7/8/2011

Have you been to a playground recently?  See-saw’s are less common than ever and have given way to more complex playground equipment, but I think the image of an old-fashioned see-saw will help you visualize my point in this week’s market commentary.  The first see-saw I’d like you to imagine is this: When stock prices [...]

July 11th, 2011|

Market Commentary: Week Ending 7/1/2011

I hope everyone had a safe and fun 4th of July with family and friends while celebrating our great nation! This past week saw quite a jump in the markets.  The only problem is the market rose on very little participation (typical for summer trading the week before the 4th of July holiday).  Which begs [...]

July 5th, 2011|

Market Commentary: Week Ending 6/24/11

This past week saw a return to market selling with a significant slide at the end of the week.  Even though we broke the consecutive weeks of market losses the previous week with a minimal gain, we are back at market weakness.  As I have said, the markets are going to have to come down [...]

June 27th, 2011|

The Cost of Poor Investment Timing

Do you know how much buying and selling your investments at the wrong time can cost you?  According to Morningstar, stock funds returned 1.6% annually from 1999-2009.  However, the typical fund investor only earned 0.22% annually.  If you had an account balance of $100,000, that would equate to costing you $15,000.  So what should investors [...]

June 13th, 2011|

Financial Tips for Parents of College Grads

A new wave of college graduates were introduced to the “real world” last month.  The good news is that according to the National Association of College and Employers, employers are expecting to hire 19% more recent college graduates this year than last.  The bad news is that college graduates come out of college with an [...]

June 13th, 2011|