Investors continued to pour money into stocks last week, but piled even more cash into bonds, as exchange-traded funds made up of bonds saw their biggest weekly fund inflow on record. Even as the stock market rallied, taxable bond ETFs drew in a one-week record of $4.49 billion, led by an all-time high weekly take [...]
The U.S. stock market just had a terrific first quarter. The S&P 500 index was up 10.0% over the past three months. My client portfolios were not up that much because they also own many other investment asset classes that didn’t advance nearly as much. For example, the bond market was flat for the quarter, [...]
Getting older just kind of happens. The next thing you know you’ve hit 50 and can’t believe you are that old. I won’t be there for another year, but already feel that way, especially when my son reminds me that I have been out of high school for over THIRTY YEARS! Many of my clients [...]
The Dow Jones Industrial Average (Dow) closed just above its peak 5 ½ years ago, but as you will see below much has changed over that time. The Last Time The Dow Was Here (Oct. 2007) vs. Today: Dow Jones Industrial Average: Then 14164.5; Now 14253 Regular Gas Price: Then $2.75; Now $3.73 GDP [...]
Chances are more than 50/50 that you will need help getting along later in life. The cost is prohibitive and someone (not Medicare) will pay the bills. Home health care is expensive and nursing home care is REALLY EXPENSIVE. The tab could be a few hundred thousand dollars! “Failing to Plan is Planning to [...]
This catchy marketing phrase coined by ING has taken an interesting and horrible new twist for current retiree’s trying to live off the interest generated from bonds and other fixed interest investments. Unfortunately, “your number” is a moving target based on several key variables, some of which you cannot control. We can control our spending, [...]
Avoiding life’s big financial planning mistakes is not hard if you plan well. Financial planning, however, takes a backseat to day-to-day living for many people and this is where the potential problems creep in. Here is a list of five key planning issues that everyone should address: 1. Not Enough Liquid Savings Having plenty [...]
Americans have re-elected President Obama and he was inaugurated for a second term. The president won the Popular and Electoral College vote. President Obama has promised to bring our country together during a time when after he first term, our country has never been so divided. If you look at the map of who won [...]
The past decade has been a difficult one for investors with volatile stock prices and economic uncertainty. At times we lived though some very frightful times going back to the Dot Com blow up and all that has happened since. There have been many predictions for a bleak future this year and throughout history as [...]
Fiscal Cliff – Republican’s Punt to the Democrats House Speaker Boehner called off a vote on a Bill that would have maintained most of the current tax rates (except for $1 million wage earners). Apparently, it may not have had enough votes to pass. Fiscally conservative House members are not planning to vote for a [...]
About Fortune Financial Group
Brad Rosley, CFP® and Ann Gunst, CFP®/CPA help their clients bridge the gap between financial success and living a life of fulfillment!
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- A softer landing for life’s unexpected hiccups May 21, 2013
- Bond Prices at Nose-Bleed Levels – Public Jumps in With Both Feet May 14, 2013
- Obamacare – Pass on Insurance? – Train Wreck Coming May 1, 2013
- Why CFP® Certification Matters April 24, 2013
- Assault on Gold April 17, 2013
- Romney Wins – Then What? October 18, 2012
- Do the Math – Big Ten Schools April 25, 2012
- Parenting – Should I Share This Story About a Recovering Drug Addict With My Teenager? February 4, 2013
- Use Life Insurance for Long Term Care (if needed) December 5, 2011
- Post Election Economic and Investment Outlook November 15, 2012
- insurance handbook for the medical office 11th edition workbook: Awesome things here. I am very happy to see your a...
- Brad Rosley: If someone were diagnosed with a bad (expensive to...
- mike jachec: The problem with not getting insurance is that if ...
- Brad Rosley: I'm not a CPAa, but I would guess the answer woul...
- Mel: "If your business is incorporated, you can deduct...