Financial Notes
Top Things to Consider When Approaching Retirement
Everyone who has not yet retired has at the least thought about retiring and come up with an idea of what it will “look like”. Some people envision spending time with the grandchildren. Some want to travel all over the world. Some are ready to start their own business and do what they’ve “always wanted to do”.
Continue ReadingFourth Quarter Commentary: Goodbye and Good Riddance to the Lost Decade
What is now commonly referred to as the Lost Decade resulted in the worst returns for investors in recorded history. One dollar invested in the S&P 500 on December 31, 1999 would have been worth $0.90 on December 31, 2009. The total return for the S&P 500, including dividends, for the entire decade was -0.95%.
Continue ReadingPaying Back Uncle Sam through Required Minimum Distributions
We knew the day would come when we would have to pay back Uncle Sam for allowing us to save for years in our retirement accounts without paying taxes. We’ve been putting money pre-tax into our 401(k)s and IRAs and now he wants his share.
Continue ReadingCatching Up on Retirement Savings
A recent Gallup Poll survey (April 2009) revealed that for the first time this decade, a majority of non‐retired Americans, 52%, doubt they will have enough money to live comfortably once they retire; only 41% say they will.
Continue ReadingThird Quarter Commentary
As we come to the end of the third quarter of 2009, I want to take a look back to where we have been, suggest where we might be going and assess the much-discussed “New Normal.”
Continue ReadingWildness Lies in Wait
The purpose here is to provide an academic perspective on the credit crisis of 2008. The goal is not another academic opining on the cause of the credit crisis, rather to opine on the role of academic thought on the crisis.
Continue ReadingView the Latest Updates
Video Commentary / Mar 8
The market rallied last week as the S&P 500 rose 3.1%. [more]
Economic Review / Mar 8
Economic news was the big driver this past week as it included reports on personal income and spending the first part of the week,… [more]
Equity Review / Mar 8
On the back of some good economic news, which included an increase in both the manufacturing and service sectors, the S&P 500… [more]
Video Commentary / Mar 1
We are off to a good start with the market as the S&P closed up a little over 1% today. [more]
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