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Bond Prices at Nose-Bleed Levels – Public Jumps in With Both Feet

By on May 14, 2013 in Achieving Financial Independence, Investments

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 [...]

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Stock Market Roars Up – Use Logic Rather Than Emotion

By on April 3, 2013 in Achieving Financial Independence, Goals-Based Planning, Investments, Post-Retirement Planning

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, [...]

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3 Retirement Obstacles

By on March 20, 2013 in Achieving Financial Independence, Balanced Living, Investments, Post-Retirement Planning

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 [...]

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Dow Hits All-Time Record – Looking Backward and Forward

By on March 5, 2013 in Achieving Financial Independence, Investments, Policy and Your Money, Post-Retirement Planning

  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 [...]

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Huge Future Retirement Expense is Lurking

By on February 19, 2013 in Achieving Financial Independence, Estate Planning, Goals-Based Planning, Investments, Post-Retirement Planning

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 [...]

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What is Your Retirement Number? – Why It’s Going Up…

By on February 11, 2013 in Achieving Financial Independence, Investments, Policy and Your Money, Post-Retirement Planning

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, [...]

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5 Big Financial Planning Mistakes – COST YOU A BUNDLE

By on January 28, 2013 in Achieving Financial Independence, Balanced Living, Counting Your Pennies, Estate Planning, Goals-Based Planning, Insurance, Investments, Investor Psychology, Post-Retirement Planning

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 [...]

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4 Expectations from President Obama’s Second Term

By on January 21, 2013 in Investments, Mortgage, Policy and Your Money, Post-Retirement Planning

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 [...]

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2013 Investment and Economic Outlook

By on January 14, 2013 in Achieving Financial Independence, Goals-Based Planning, Investments, Investor Psychology, Policy and Your Money

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 [...]

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MERRY CLIFF MESS – Republican Plan B Cancelled

By on December 21, 2012 in Investments, Policy and Your Money, Tax Planning, World Economics

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 [...]

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