April 7, 2014
Will April Market showers lead to May flowers?
I noted on my recent CNBC appearance that the market has had a ‘character change’ from a couple weeks ago. I stated that the market lost the leadership in the…
March 24, 2014
Will March Madness find the US markets in the ‘Final Four’?
March Madness is not only reserved for the NCAA Basketball Tournament this month. Investors and traders alike must feel that March Madness is in full swing for the markets as…
March 17, 2014
How will Putin’s actions affect our markets?
Equities experienced a rocky week as worries mounted about China’s economic state and tensions escalated in Ukraine. While investors were not panicking, the pessimistic mood contributed to the Nasdaq posting…
March 11, 2014
Will We Have A Bull Market for the Next 5 Years?
The stock market growth we’ve experienced over the past five years has also been accompanied by some important gains in the economy. Today, the U.S. economy is worlds away from…
February 28, 2014
Overcoming Retirement Challenges
In a 2013 survey of people aged 50 to 70 with $100,000 or more in investable assets, 90% reported that they had experienced at least one setback in saving for…
February 28, 2014
Looking Back, Looking Forward
The month of January is named after the Roman god Janus, who was imagined as having two faces: one looking toward the past, the other looking toward the future. In…
February 28, 2014
Time for a Trust?
Trusts have often been used to help protect assets from estate taxes, but fewer estates are subject to federal estate taxation since the exemption rose to $5 million in 2010…
February 28, 2014
TIPS for Inflation Protection
After dropping sharply during the Great Recession, inflation — as measured by changes in the consumer price index (CPI) — has begun to creep upward, averaging a little more than…
