Stock markets have exhibited some fascinating behavior this year, and I’m not just talking about Elon Musk tweeting Tesla’s price up and down. (Although I can’t wait for the movie to come out – DiCaprio was born for that role.)…Read More
If wealth creation can be defined as more people accessing better products and services at lower prices, then Trade Wars gum up the works. It is not easy to find a respected economist who favors Trade Wars because it is…Read More
We are excited to announce a new visual investment dashboard in your Orion portal. Orion is a performance reporting system that uses data feeds from TD Ameritrade and other custodians and presents that information to you in a visual way….Read More
Here is what has been going on in global markets in Q1 of 2018. Click here for the full Q1 report in PDF format. Some interesting facts from the Q1 report: Top performing emerging markets: Egypt, Brazil, Peru, Russia Most appreciated…Read More
There is usually a difference between the house we really want and the house we can actually afford. Figuring out a reasonable purchase price is critically important for financial security, and it is easy to let that number float up,…Read More
This is the time of year when home buyers and sellers become very active. If you are a potential buyer, let’s face it, this town is EXPENSIVE! The obvious reasons are: 1) People want to live here at an increasing…Read More
Good news! Higher short-term interest rates mean higher potential returns on your cash. This is not going to make or break your retirement plans, but it may be worth a 30 minute exercise to review the interest you are earning on…Read More
Last week was a doozy! The US stock market had been on a record-breaking streak of sessions without significant declines, so sharp drops in the market last week come as a stern reminder that we have been investing in unusual…Read More
Bonds do not get a lot of attention in conversations because they are both complicated and boring, but they are one of the three primary places to hold money that you have not spent. Those are currency, bonds, and equity…Read More
The level of anxiety about markets increasing dramatically is beginning to boil over. There are a variety of reasons working together to cause these feelings, often triggered by the recently common headline “New record highs!” There is a prevailing…Read More
