Money & Investing Blog
BeManaged December Newsletter – Unemployment Rate Voodoo and Retirees’ Financial Health
Unemployment Rate Voodoo Producers Continue to Leave the Labor Force The announcement of a decline in the nation’s unemployment rate from 9.0% to 8.6% was treated gleefully in news headlines. Unfortunately, there is more to the story. Over the past 60+ years, the number of people who are participating in the labor force grows an…
Read MoreBeManaged November Newsletter – The European Debacle Continues
The European Debacle Continues “It’s tough to make predictions, especially about the future” – Mark Twain The European saga continues! In the final weeks of October, the European Union constructed a bailout package to save Greece from almost certain default. Markets around the world cheered the news as a sign of hope for the debt…
Read More7 Lies We Tell Ourselves About Saving Money (Video)
Recently, I have had some interesting conversations that centered around how we talk ourselves out of saving money. Simply put, we tell ourselves little lies we make up in our head. We end up talking about how we spend money, as if we manage that, saving it is easy. Let’s face it, it’s much more…
Read MoreIRS Contribution Limits for 2012
Today the IRS posted the 2012 retirement plan limits, and for the first time since 2009, they are increasing! The new limits are as follows: Elective Deferrals for 401k/403b/457: $17,000 (increased from $16,500 in 2011) Catch-Up Contributions for 401k/403b/457: Remains at $5,500 Annual Compensation: $250,000 (increased from $245,000 in 2011) Annual Additions Limit for Defined Contribution…
Read MoreBeManaged October Newsletter: 3rd Quarter Ends on Down Note
The following topics are covered in this month’s Research Newsletter from the BeManaged Research Department.
4 Straight Months of Decline for the S&P 500
5 Yr Gains on Bonds Significantly Outpace Stock Returns
Older Workers: Who’s Working?
BeManaged September Newsletter: World Markets Fall Again
The following topics are covered in this month’s Research Newsletter from the BeManaged Research Department.
4 Straight Months of Decline for the S&P 500
5 Yr Gains on Bonds Significantly Outpace Stock Returns
Older Workers: Who’s Working?
BeManaged August Newsletter: Economic Growth Weak in 2nd Quarter
The following topics are covered in this month’s Research Newsletter from the BeManaged Research Department.
Measures of Economic Growth Weak in Second Quarter
Behaviors to Avoid When Market Returns Fall
BeManaged July Newsletter: Late Rally Saves 2nd Quarter
The following topics are covered in this month’s Research Newsletter from the BeManaged Research Department.
Late Rally Saves Second Quarter Statements
Fiduciary and Suitability Standards: Copybook Headings for Investors
2011 Dalbar Study Finds That Investors are Still Their Own Worst Enemy
Going back to the early 2000’s, our friends at Dalbar have been conducting a study to determine whether investors’ investment decisions impacts their investment performance. Unfortunately, it does. In a BIG way.
Read MoreBeManaged June Newsletter: Modest Declines in World Equity Markets
The following topics are covered in this month’s Research Newsletter from the BeManaged Research Department.
Modest Declines in World Equity Markets in May
Consumer Confidence Dives in Latest Reading