News

Subscribe to Our Newsletter

Articles and News

Entries tagged "investing"

Workhorse vs Racehorse

With the Facebook IPO looming we begin to get questions like “should we buy this” or statements like “I want some of that.” Well, first of all IPOs are not open to the public. The are usually for the underwriting bank to sell to its clients1. More importantly, however, this... more

Market Outlook - December 2011

As we come to a close of another year and the dust has settled a bit, let’s take a look back and recap what transpired. This year can be summed up with one word: VOLATILE.  I have written quite a bit about volatility this year because triple digit swings in... more

Congress Enjoys Different Investing Rules

You likely saw or heard about the 60 Minutes Episode detailing numerous examples of members of Congress seemingly participating in legal insider trading. On some occasions they were even betting against the market during 2008 by shorting stocks. Not surprisingly, a bill was presented back in 2007 that would have limited... more

Market Outlook - November 2011

Guidance. When most of us hear that word, we think of someone who gives advice or counseling to another to help resolve a problem or come to a solution. In the investment world, guidance carries a whole different meaning. For publicly traded companies, guidance is information that a company provides... more

Market Outlook - October 2011

Europe. Everyone, myself included, is wondering how the debt crisis is going to play out. There are several issues and the problem stems from the high levels of debt and high obligation payments (liabilities) the countries in Europe are facing. There is no silver bullet to solve this problem. Quite simply, too... more

Market Outlook - September 2011

Are we headed back to 2008? This is a question on many people’s minds. While the markets have been on quite a bumpy ride over the past few months, there are several reasons why I don't think we are headed for as severe a downturn as 2008. The markets are trying... more

Market Outlook - August 2011

What direction are we headed in?  Unfortunately the answer cannot be obtained by using a GPS Navigation System. With all the uncertainty surrounding the debt ceiling and potential U.S. Government Debt downgrade, panic has crept back into the markets and we are seeing volatility similar to the way we did in... more

The Best Investment May Be Your Health

Of course investing and saving is important for your future but want to know a way to really get good return on your money? Invest in your own health. I am not going to get extremely analytical here with the costs of health care. We all know it's expensive and looks... more

Market Outlook - July 2011

What is the new flavor of the month? It is funny how the market works. What used to be a very popular and often talked about investment fell out of favor in 2009, 2010 and the first few months of 2011. I am talking about dividend paying investments, or what... more

Market Outlook - April 2011

Resiliency might be the best word to sum up the market for the month of March. The market was dealing with the aftermath of the horrendous earthquake in Japan and the ongoing issues in the Middle East but the major indexes (NASDAQ, S&P 500 and DOW) still managed to eek... more

Learn from Dr. Huxtable and Theo: Teach Kids About Money

Americans are starting to "re-emerge" out of the economic slide of the past few years and it seems old concerns are making a comeback. One of which is the discussion around raising children to understand money and be more financially literate. This isn’t teaching our kids about stocks and bonds.... more

Market Outlook - March 2011

Well, don’t look now, but the market is starting to show the dreaded “VOLATILITY” again.  Up triple digit points one day, down triple digit points the next. It has been a common theme during March. While most companies are still reporting good earnings and giving solid guidance, the unrest in... more

Market Outlook - February 2011

Earnings season.It is upon us and kicking into full gear. This is where we get an idea of what to expect in the year ahead.  Many of the big names (IBM, APPLE, GOOGLE, NETFLIX, JPMORGAN) have reported their earnings and are giving us a hint of where the overall economy... more

50Cent Stocks

Rapper turned businessman, 50 Cent, made major financial news last week when he single-handedly moved a stock, of which he owns a reported 10% stake, up by almost 250% in a day (and almost 500% in two days) by tweeting a “recommendation” to his 3.5 million followers on Twitter. It... more

4 Key Investment Behaviors

Let's start by admitting how emotional investing can be.  Many decisions investors (and even some advisors) make on a regular basis are emotional.  Sometimes these decisions are correct, but many times they are not.  When investing for the long term, there really is not much room for emotional decisions.  I like to define long... more
Subscribe to RSS
Archives
Categories
Tags
. value 2011 recap 50cent 6600 rockledge drive a.m.t division aapl accident account consolidation advance medical directive advice Alan Greenspan alvi aggarwal america\'s debt american financial crises anniversary annual update Apple asset allocation assets under management atm auto insurance automation baby boomers balance bank of america banking mobile app bankruptcy baseball bear market behavioral finance bethesda Big Bank Switch big banks bill pay bond bubble bonds book book review branch breast cancer broker dealer budget budgeting Buy What You Buy cash cash flow cash reserve cathy colleli caveman charity checking accounts children\'s debt client communication client communicatoin client corner clients confidence congress connections conserve consumer confidence consumer staples contract fees costs coupons coverage cpi credit card debt credit cards credit market credit report credit score credit unions crm ventures crossfit custodial fees dc fit week deals death benefit debt debt ceiling debt limit default discounts divergent planning directions divergent plannning divergent update dividends earnings earnings guidance economics economy eft elder care electronic fund transfers emergency fund eMoney employee benefits employer benefits equities estate planning estate planning documents euro europe europe debt crises european economy european recession eurozone crises expenses extrovert family federal government federal reserve finance financial blog financial checklist financial education financial industry financial literacy financial planning financial services financial stress financial therapy financial truth fitness flexible spending account fraud free checking account fun gas prices gen x gen y generation x generation y goals Goldman Sachs greece debt green investing Griftopia group disability insurance group life insurance group long term care growth health holiday holidays home buyer how to change banks human resources identity theft inflation ING insider trading insolvency insurance insurance decine intentionality interest rates introvert investements investing investments kids lamar odom layaway liability life insurance life insurance awareness month life insurance rating loads long term care love drop market market outlook market uncertainty market update market volatility markets marvin schuttloffel matt taibbi michael kitces money money emotions money management monty hall paradox mortality & expense mortgage mortgage audit mortgage audit scam mortgage mistakes mulligan mutual fund fees myers briggs nationals new office oil oil prices one point one legal online statements open enrollment organic overspending paleo diet paleolithc papal volunteer paperless pensions pershing personality peter lynch phishing planning portugal debt pour over will powers of attorney pre paid legal premiums primal finance property property insurance protection racehorse vs workhorse randomness rapper rates recovery regional banks requirements retailers retirement review revocable trust riders risk risk management risk tolerance saving savings shredder simple will slush account small business smartphone check scan social security socially responsible investing spending sri stock stock market stocks surrender charges sustainability sustainable lifestyle systematic savings taking care of parents Teaching a Man to Fish by Raising Chickens ticket charges traders trusts two checking account strategy Understanding Fees vacation value values volatility wills women workplace financial education workplace financial planning