Archive | Investments RSS feed for this section

Fictitious Balance on Your 401k/IRA Account Statement

Your account balance carries a hidden surrender charge. Millions of working Americans contribute a percentage of their earnings to a 401k account while many also have IRA accounts, most of which were formerly 401k that were rolled over to IRA’s. While some people follow the daily moves of their account balances, other wait patiently for […]

Read full story Comments { 1 }

Beware of October’s Spooks and Scares

In addition to Halloween, the month of October is known for creating spooks and scares among investors. When it comes to wealth suddenly disappearing, October can be quite frightful. The stock market crash of 1929 that led to the Great Depression occurred in October. So did the 22.6% plunge suffered by the Dow Jones industrial average in […]

Read full story Comments { 0 }

700% Return! As S&P 500 Reaches New All-Time High of 2,000

How long do you think it will take for the S&P 500 to reach 4,000 or the Dow to reach 34,000? I started my career in finance back in 1986, when the S&P 500 index was under 300. Today, it crossed the 2,000 mark, which means that it has climbed nearly 700% and that doesn’t count […]

Read full story Comments { 0 }

Halftime Investment & Economic Report (Video)

We are now past the halfway mark for 2014 and it’s time for a brief review of our investment and economic performance. At your leisure, check out my video commentary below. Halftime Investment & Economic Report Please email or call with any questions or comments you may have.  

Read full story Comments { 0 }

DOW nears 17,000; Where’s the Euphoria?

As the Dow nears hitting 17,000 after dropping to 6,626 back on March 2, 2009, you would think there would be mass euphoria and an upbeat feeling among you and your peers. Surprisingly, I don’t see or feel it. But, why is that? Shouldn’t everyone be feeling fantastic about their financial situation with such an incredible […]

Read full story Comments { 1 }

When Will the Market Plummet?

We know department stores will have huge sales the day after Thanksgiving, but no one tells us when stock or bond prices are going on sale. Analysts are paid big money to try and predict investment (Stock & Bond) prices, but they are often wrong and much better at hindsight than forecasting. What we know… […]

Read full story Comments { 2 }

What are Some Measures You Can Take to Protect Against Inflation?

Spring is finally upon us…well almost.  Do you remember your childhood days where the weather was temperate enough that you could walk up to the local drug store (in my case Vallette Rexall Drug) with a dollar in your pocket?  In the late 1970s you were able to purchase at least 4 jumbo candy bars […]

Read full story Comments { 0 }

Your IRA or 401k Balance is Not all Your’s

Your IRA or 401k is partially yours and partially the property of the IRS. Unfortunately, the IRS doesn’t tell you what they get until you make a withdrawal. RETIREMENT PLAN REALITY CHECK IRA Balance               Marginal Tax Rates               Yours       […]

Read full story Comments { 1 }
BradRosleyebook

Tax-Free Retirement

 We all know that the U.S. Government is $17 trillion in debt and has made trillions of dollars in Entitlement promises for which it has no money to pay. Forgive me if I don’t trust politicians not to come after my hard earned income and savings with new or higher taxes in the future to […]

Read full story Comments { 0 }

Should a Stock Market Drop Worry You?

  Last week, the stock market had its worst week in quite a while, including a 300 point sell off for the Dow. Is the next “correction“ finally underway for the  market? When people talk to me about “the market,” why is it they usually mean the U.S. large company indexes?  I guess they believe […]

Read full story Comments { 0 }

Financial Advisor Blog Network