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|

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|

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|

Coupon Bug: A Financial Planner Analyzes His Wife’s Habit

As food and gas prices rise, store packaging contains lesser product than before, and television shows like “Extreme Couponing” on TLC pop up, many families have jumped on the coupon-clipping bandwagon.  My own wife became interested in clipping coupons and following associated blogs/deal websites several months ago.  We were thrilled with the savings (and still [...]

June 13th, 2011|

Market Commentary: Week Ending 6/10/11

The market took another beating this past week with the 6th straight week of losses.  All three major indexes are down more than 4 percent over the last month due to concerns that the U.S. economy is stalling.  Stocks have been falling since April as a response to the negative reports in housing, manufacturing and [...]

June 13th, 2011|

The Emotional Investor

I like to keep in-mind the beginning of Rudyard Kipling’s famous poem ‘If’ as I lead investors through weeks like last week:  “If you can keep your head when all about you are losing theirs and blaming it on you, if you can trust yourself when all men doubt you, but make allowance for their [...]

May 11th, 2011|

Market Commentary: Week Ending 4/8/2011

This past week started strong as the major indexes finished up for the first few days of the week.  However, things took a turn for the worse when another earthquake shook Japan.  In addition to the tragedy in Japan, the conflict in Libya heated up, and a potential government shutdown loomed.  All these factors combined led to a week of low trading volume as investors waited to see how everything would play out. […]

April 11th, 2011|

Market Commentary: Week Ending 3/25/2011

Total Returns % 1 Week YTD Dow Jones Industrial Average +3.05% +5.55% NASDAQ Composite +3.76% +3.40% S&P 500 Index +2.70% +4.47% Russell 2000 +3.67% +5.13% U.S. Aggregate Bond Index -0.63% -0.47% MSCI All Country World +2.53% +2.05% Source: Yahoo! Finance.  Data through 3-25-11 Global markets enjoyed a bounce-back week after a couple ugly weeks.  However, [...]

March 28th, 2011|