Summer is a lazy time of the year, and the market was certainly relaxed until mid-July. The major indices dropped by over 2% as bad news spooked investors. The talking heads in the mainstream media continued blabbing about a double dip recession. Everyone seems to have a macro-economic forecast. A little [...]
Category Archives: Financial & Retirement Planning
How Did Your Portfolio Perform?– Understanding Risk and Diversification
Tuesday, August 3, 2010
In competitive pursuits, there are established and transparent measurement systems to
determine not just performance but how performance is achieved. In professional sports,
a variety of statistics are used to compare individual and team performance. Everyone
from team managers to owners to bookies use these common statistics. And because the statistics don’t like, there is little [...]
Assets Out of Management — Challenging ‘Assets Under Management’
Tuesday, July 6, 2010
A few weeks ago BP CEO, Tony Hayward, felt the heat of America’s ire for his “I want my life back” gaffe. This week, BP Chairman, Carl-Henric Svanberg, may have out done him, commenting before Congress “BP cares about the small people”. After 11 deaths, destruction of Gulf fisheries and a local [...]
I Believe, But Help Me In My Unbelief — Dealing With Market Volatility
Sunday, July 4, 2010
A man having a religious crisis of faith initially spoke the famous words of this blogs subject line. He was acknowledging that with tough decisions, there is a continuum, not a simple yes or no answer. You can have conviction, but circumstances come along that challenge it’s depth.
Similarly with such market volatility [...]
Retirement Planning Is Essential to Retire Rich
Friday, April 30, 2010
Retirement planning is a subject full of irony: the younger you are when you start investing for it, the more likely it is that you’ll retire with plenty. But when we’re young, we tend to care the least about retirement. Most people under 40 years old don’t even think much about it. Life has more [...]
Tips to Guide Your Investing Strategy
Monday, April 19, 2010
Tips to help guide investors on their investing strategy run the gamut from how-to build a low-cost ETF portfolio, to how-to construct the proper asset allocation with diversification suited to your financial needs, to how rebalancing a portfolio can maximize returns.
A few other noteworthy tips that surfaced recently are highlighted below. I hope they are [...]
