Category Archives: Investments

Alert: Be Careful of this Investment Strategy

Tweet The stock market has certainly had a bumpy ride over the last few years.  The instability of the market has created a large number of questions for the individual investor. One question that I have been asked by many involves stock dividends. The question goes something like this: If money market and CD rates are paying laughable returns, why not invest … Continue reading

Posted in Cash Flow & Debt, Financial Planning, Investments, Savings | 2 Comments

Your CPA is NOT your Financial Advisor!

Tweet So often I hear folks discussing the advice they receive from their CPA regarding investments. While CPAs perform a great service as accountants and bookkeepers, investment and financial advice is an area that should be left to financial advisors. Just as your dentist shouldn’t be your doctor, and vice versa, getting advice from the professional with expertise in the appropriate area … Continue reading

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401K:Still the Best Game in Town!

Tweet The market has made a nice return from its lows several weeks ago. The storm has seemingly calmed, at least to some degree. The interesting fact is that nothing has really changed. We are still facing the same economic issues we where three or four weeks ago. My point is that the uncertainty still remains. With the uncertainty still in place, … Continue reading

Posted in Financial Planning, Investments, Retirement, Savings, Taxes | 4 Comments

Seven Tips for Uncertainty!

Tweet Okay, Now What? After a couple of tough weeks for the market, the level of fear seems to be at a pinnacle. While fear is not always a bad thing, when it comes to investment decisions, fear is not a factor we want creeping into to our thought process. Many people have said that fear and greed drive the market.  We … Continue reading

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Five Questions for Mid-Year!

Tweet Here we are right in the middle of the dog days of summer. The weather’s hot, and the pace of life slows. The vision of a rocking chair and cold iced tea comes to mind. While we sit back and breathe a sigh of contemplative relaxation, we also need to be aware. We need to be aware that we are half … Continue reading

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Portfolio Risk and You!

Tweet Most people understand the general concept of risk in relationship to investments, but many people get the true picture of risk wrong when it comes to investing. Specifically, how much risk should be taken inside a portfolio.  Risk and Returns The higher the risk inside a portfolio the greater the possibility of increased returns.  The oppositional side of the prior statement … Continue reading

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How to Bullet-Proof Your Portfolio!

Tweet I read an interesting article this weekend in the Wall Street Journal that really got me thinking. The basis of the article was how to profit from the impending inflation that the media is telling us is right around the corner. While I don’t necessarily discount that fact that inflation may be headed our way, I do disagree with the idea … Continue reading

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Hello 2011!

Tweet As we say goodbye to 2010, we look ahead to 2011. We hope for global economic stabilization and an improving job market, but we need to pause and give thanks. We should be thankful for a wonderful couple of years in the stock market. Yes, that’s right….I said we should be thankful for the last two years. Did you know that … Continue reading

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Why Stay in the Market?

Tweet After a couple weeks of difficult market returns, investor fears are creeping up. As investor fears increase, so do the number of questions I receive regarding the market. Most of the questions revolve around the concept of exiting the market, essentially market timing. Should I sell everything to cash? Why should I be in the market during these volatile times? Should … Continue reading

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Can You Answer These Questions?

Tweet As we move through life, we get bogged down with day to day activities and might find that small pieces of our financial puzzle get neglected. These neglected areas can have a negative impact on our ability to meet our goals. If you can positively answer the ten questions below, you are certainly putting your best financial foot forward. 1. Do … Continue reading

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