As we approach the end of the year, many things are probably at the top of your list: shopping, a winter vacation, charitable giving, etc. Well how about a rewarding gift you could give yourself, that costs NOTHING? Let me suggest rebalancing your investment portfolio.
Wall Street Steward Blog
Excellent piece by LPL Research outlining what to look for in the second half of the year. Thanks guys!
If you are ever unfortunate enough to find yourself in a karaoke bar with me, you might hear me attempt to “sing” a hideous version of the Bon Jovi classic “Livin’ On a Prayer.”
I have spoken to several clients recently that have said something to the effect of “I am scared of losing money in stocks…I want to move into bonds because they are safer.”
Recently we have experienced a market of extremes. In 2012, finding a middle ground, or Meeting in the Middle, is going to be key for growth in the markets and economy. Consumer sentiment, business leaders, policymakers and geopolitics are going to have significant impact on the investment environment. We believe that:
There are two types of people in the financial business: those who don’t know and those who don’t know that they don’t know. After 17 years in this industry, this statement makes even more sense to me today than it did initially. In my opinion, it is useless to forecast what the economy/stock market might do because nobody has shown the ability to accurately do so.
I have been asked multiple times to give my opinion on the S&P downgrade of US debt from a “AAA” rating to a “AA” rating. Ask and ye shall receive my faithful readers!
Under normal circumstances, I am a proponent of rolling over 401(k) assets as soon as one is eligible. In fact, I have only encountered a handful of situations in my career when it made more sense to leave the 401(k) in-tact at the old company.
We’ve been getting comments and feedbacks recently about improve the lighting in the film room, or maybe do more videos standing or sitting or wearing different things, that sort of thing. I will tell you thank you very much for your feedback.