A look at stocks, commodities and memories (good and bad).
A turbulent ten years. The 2000s gave us remarkable opportunity and remarkable volatility. They tested our patience, and many investment strategies. They taught us to hold on, hang in there and diversify.
Stocks. Was it really a “lost decade”? It depends on how you were invested. [...]
What’s the difference between “billions” and “millions”? About 650 points.
Did a mistake make a selloff more severe? The Dow Jones Industrial Average settled at 10,520.32 Thursday after a 347.80 loss, with fears over European sovereign debt affecting Wall Street. Yet the 347.80 decline was just half the story.
The Dow also saw its greatest-ever intraday [...]
Diversification has the potential to help portfolios in rough times.
In any stock market climate, proper asset allocation matters. In a down market, you could argue that it matters more than anything else.
Did you have a well-diversified portfolio during the fall of 2008? That was a time when the importance of having a bond [...]
Dollar cost averaging offers you a way to invest consistently
and a chance to exploit some great buys.
Before I get into this month’s newsletter I wanted to take this opportunity to wish you a Merry Christmas.
So often it seems to be the season to rush around and get things done, the season to [...]
The top five viruses that’s killing your portfolio.
Are your investments sick? A good way to know usually is if you just have that feeling there is something not right with your investment portfolio. Something deep in your gut that just doesn’t feel right. Most of the reasons your investments are sick is simply making [...]
You can plan to have your heirs inherit your IRA assets.
Can an IRA keep growing for a century or more? In theory, it can. Some people are planning to “stretch” their Individual Retirement Accounts over generations, so that their heirs can receive IRA assets accumulated after decades of tax-deferred or tax-free growth. A [...]
Now is a good time to examine what’s in your portfolio.
Presented by Mark Lund, The Investor Coach
The stock market is unsettled … and perhaps its fluctuations are unsettling you. It’s a stressful time for the economy and Wall Street, and you may be concerned about your portfolio given what’s going on with oil prices, the [...]
You’re suddenly rich. Now what?
What’s the plan when you have a windfall? Through luck, inheritance, talent, or legal decisions, some people receive “sudden wealth” – a lump sum of money that is at least several times their annual income. Sometimes people think that the money will solve all of their problems. But if they aren’t [...]
In 2010, anyone may convert a traditional IRA to a Roth IRA. No income limits will stand in the way of the conversion.1 Should you do it? Here’s why it may (or may not) make sense for you to go Roth next year.
Why you might want to consider it. A Roth IRA permits [...]
If you had the goose that laid golden eggs would you insure the goose or the eggs? If you said the Goose you are right. Let me put it another way. You are the goose. Your ability to earn and make money is worth far more than the money you just made. Few of us [...]
