What does it mean when your portfolio is up 10%?

Posted July 5, 2017

You receive portfolio performance reports every three months—a form of transparency that financial planning professionals introduced at a time when the typical brokerage statement was impossible to decipher.  But it might surprise you to know that most professionals think there is actually little value to any quarterly performance information.

Read More

No Surprises in France

Posted May 15, 2017

By now, you’ve almost certainly heard that the French people overwhelmingly elected a centrist candidate named Emmanuel Macron as the country’s youngest-ever President. Some had been predicting a Brexit-like, Trump-like upset for losing candidate Marine Le Pen.

Read More

Money in Cyberspace

Posted April 20, 2017

One of the strangest investment vehicles ever designed is something called the Bitcoin, which is at once an exciting new technology for managing online transactions and an alternative currency to national currencies like the dollar, yen and euro.

Read More

Fed Hikes Rates

Posted March 16, 2017

On Wednesday the U.S. Federal Reserve Board’s Open Market Committee raised the Fed Funds rate from 0.75% to 1.00%—the second rate hike in three months. So what should you do with your investment portfolio in light of this change?

Read More

Stocks to the rescue?

Posted February 20, 2017

No doubt you know the statistics: the Social Security program’s reserves are due to run out in 2034. At that point, the only money available to be paid out will be money collected that month from those current workers who are paying into the system. Current estimates say that this will amount to about 75% of scheduled benefits.

Read More