Investing

Saving For A Rainy Day

Interview with FOX News
March 3, 2011

Charlie tells FOX News how baby boomers are saving money rather than taking chances investing.

 

In the Wake of Poseidon

September 30, 2008

Who voiced the following allegation?

“I believe that banking institutions are more dangerous to our liberties than are standing armies. If the American people ever allow private banks to control the issue of their currency, first by inflation and then by deflation, the banks and the corporations that will grow up around them will deprive the people of all their property until their children wake up homeless on the continent their fathers conquered.”Read more

Taking Control of Your Finances for Women

April 9, 2008

Did you know that women today:Read more

Rumor vs. Reality

April 9, 2008

Did the market gyrations of the first quarter make your stomach churn? Does it feel like a scary world out there? Let’s first get the bad news out of the way, and then we’ll assess what, in my opinion, really happened in the first quarter of 2008. My article is a little longer this quarter since I’ve had some questions from clients about recent market behavior.

Here’s what the fear mongers (the title of last quarter’s newsletter) are telling us:Read more

How We Monitor Performance and Risk

September 12, 2007

As I write this, the Federal Reserve Open Market Committee (the Fed) has just dropped the “Fed Funds” target rate to 4.75%. Without a doubt, dropping the Fed Funds rate is a positive event for stocks in the U.S. and worldwide. Further, the Fed’s rate cut should benefit a real estate market that is in a nationwide recession (if not depression.) The S&P 500 finished the day up 43.13 or 2.9%. Ok, so what is next? And, what would have happened had the Fed only cut the rate by one-quarter of one percent – or not cut the rate at all? How would that have affected our accounts?Read more

Beware the Fear-Mongers

January 9, 2008

With Dick Clark counting down as the ball dropped in Times Square, 2007 has now ended. It was another good year for our clients, although it might not have “felt” too wonderful in the last half of the year.Read more

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