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Categories
Monthly Archives: April 2009
Trash is King
Since the recent stock market rally began on March 9th, the S&P 500 is up 28%. Interestingly, the market sectors that were beaten down the most since the crash that began on October 9th, 2007, are the sectors that have performed the best during the current surge. Financial stocks, down about 70% during the market [...]
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Chart of the Day: S&P 500
I thought I would steal a post from chartoftheday.com For some perspective on the latest stock market action, today’s chart presents the current trend of the S&P 500. As today’s chart illustrates, following the October 2007 peak, the S&P 500 traded within a relatively narrow downward sloping trend channel. That trend was interrupted by a [...]
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A Quick Note
I will be out of the office the week of Monday, April 20th, thru Friday, April 24th. I will do my best to check my email whenever possible. If you have an urgent matter, please feel free to call my office at (801) 56-MONEY and one of my fellow fee only financial advisors will assist [...]
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Losing Faith?
According to a study conducted by the Employee Benefit Research Institute and published by the Wall Street Journal, workers’ and retirees’ confidence about their retirement security has deteriorated sharply during the past two years. The survey of 1,257 Americans found that the percentage of workers who are very confident about having enough money to retire [...]
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HEADLINE: This Recession Has Been Bad
Above is a chart that compares the S&P 500 earnings performance during the current economic recession (the red line) to that of the tech bubble recession (the gold line) and the average recession dating back to 1936 (the blue line). As you might expect, the current decline in earnings has been significantly worse than during [...]
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The Financial Plan – Why it is Important to Limit Loss
The Pain to Gain Ratio If you lose 5% of your portfolio, it takes a gain of 5.3% to get back to even.If you lose 20% of your portfolio, it takes a gain of 25% to get back to even.If you lose 50% of your portfolio, it takes a gain of 100% to get back [...]
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Fee Only Financial Planners Unite in Salt Lake City
In case you missed us, many of the fee only financial planners and NAPFA members in the Salt Lake City, Utah area met to support the “Your Money Bus Tour” that is traveling across America. The event, which took place at the Salt Lake City Library on Friday, April 3rd, was a success for several [...]
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Your Money Bus Tour in Salt Lake Today
Just a reminder that the “Your Money Bus” is in Salt Lake City, Utah today. The bus will be located at the downtown Salt Lake City library from noon to 5:00. Fee-only financial planners will be on hand for free consultations to help individuals with a variety of issues. I’ll be volunteering, so please stop [...]
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The Savings Paradox