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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 […]

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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.  

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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 […]

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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… […]

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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 […]

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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       […]

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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 […]

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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 […]

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Two Emotions Kill Your Investment Returns

In 2014, resolve not to “time the market”. “Time in the Market” is one key to long-term investment success. When you look at the chart below you will see just how bad retail (non-professional) investor’s performance is compared to what they could have made had they only been “buy and hold” investors.   THE NUMBERS […]

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How I’ll (You Too?) Save $2,800 in Tax This Year

I’ve got Christmas shopping bills coming due. How about you? Today, I will tell you how two simple tax strategies will save me $2,800 this year.  They may work for you as well. The first will save me $1,000, the second will save $1,800 in income tax this year. Take 15 minutes at lunch today […]

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