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Monthly Archives: March 2009
The Fight Over Who is Going to Guard Your Nest Egg
Please check out the following article posted in the Wall Street Journal, written by Jason Zweig: http://online.wsj.com/article/SB123819596242261401.html Mr. Zweig does a great job of explaining in easy-to-understand terms the difference between a fiduciary and suitability standards. If you’ve ever wondered whether or not your financial advisor/broker has your best interest in mind, this is a [...]
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Surprise, Surprise…
Think fast! Are we in the middle of a bull or a bear market? As of the market close on Thursday, March 26, the market was up over 21 percent over its recent low. The technical definition of a bull market requires a 20 percent advance over the previous low. Thus, as of today, we [...]
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Are Market Declines Bothering You More Than They Should?
Everyone has felt the sting of the faltering stock market. The decline in retirement account values causes people to react differently: some sell their stocks and move to cash, some hang on for dear life, and others haven’t had a good night’s rest for 17 months. The question I would briefly like to address is, [...]
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NAPFA’s Response to the Madoff Scandal
Bernard Madoff ‘Made Off’ With Investor Money – How Other Consumers Can Avoid a Similar Fate Bernard Madoff’s alleged Ponzi Scheme stands as an example of how the financial services industry has failed to protect the best interests of consumers. It highlights the increased need for consumers to proceed cautiously when working with an advisor [...]
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Mortgage Rates are Likely at the Bottom
By buying back hundreds of billions in mortgage securities and treasury bonds, the Federal Reserve is doing everything it can to lower long-term interest rates. Consequently, mortgage rates on 30-year fixed-rate mortgages have recently averaged around 4.75% according to Zillow.com. That is down from about 6% in mid-November. The Fed began driving mortgage rates down [...]
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Returning to our Roots
Lately, many people have asked me if they should consider turning their equity positions into cash. I know it is hard to see the S&P 500 decline like it has, and there is no denying that we are in the midst of a terrible bear market. However, it is important to remember that we are [...]
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Comprehending Government Bailouts – The Significance of $1 Trillion
Humans have no way to relate to the number one trillion. Yet, we hear the number an increasing amount of times, especially as it impacts the US economy. One way to illustrate the enormity of one trillion is to think of it as it relates to time. One million seconds is about 11.5 days. One [...]
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Retirement Planing Seminar (3/18/2009)
Attend this free seminar to familiarize yourself with the 20 major decisions to successfully transition into retirement. >> Do I have enough money to retire now?>> How do I properly handle my 401(k)?>> When should I start taking Social Security?>> How should I diversify my investment portfolio?>> How much money can I safely withdraw from [...]
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Market Update