November Newsletter – Recession in the Works for 2013?

Recession in the Works for 2013? St. Louis Fed indicator may be clue – But what happens to our investments? Information for this article comes from Lance Roberts, www.streettalklive.com, November 6th, 2012, and data from www.stlouisfed.org. Investment professionals are raising red flags over a U.S. Recession Probabilities Index measure available at the St. Louis Federal…

Read More

August Newsletter – Is Government Stimulus Really an Economic Stimulus?

What Does Brittany Wenger Have to Do With My Retirement Portfolio? Will continued insistence on borrowing from the capital of future generations lead to a long period of decline? Brittany Wenger is a 17-year-old South Florida resident entering her senior year of high school. Brittany wrote a computer program utilizing artificial intelligence technology to detect…

Read More

July Newsletter – Will More Risk Ever Mean More Reward?

Will More Risk Ever Translate Into More Return? The last Eighteen Months looks the same as the last Fifteen Years Let’s review of the dogmas of the investing world: Over the long run, stocks ALWAYS outperform bonds; The more aggressive you are as an investor, the more you will be rewarded with higher long term…

Read More

June Newsletter – U.S. Treasury Yields Hit Historic Lows

U.S. Treasury Yields Hit Historic Lows Bond Markets Flooded with Treasury Securities; Something Has to Give? The benchmark 10 year treasury yield fell below 1.5 % on the morning of June 1st. According to Reuters, interest rates like this have not been seen since the early 1800’s – and as the saying goes: an unusual…

Read More

May Newsletter – Fiscal Debt and Investment Returns

Investment Returns and Overall Account Growth Your contribution level critical to a successful retirement The Employee Benefit Research Institute’s latest survey of 401(k) valuations looks at account growth by age and tenure (number of years participating in the plan). From January 1, 2011 through January 31, 2012, account values of newcomers under the age of…

Read More

March Newsletter – Earnings Estimates Dropping

February Market Returns Good news for aggressive investors Aggressive investors were rewarded in the month of February with the Dow Jones Aggressive benchmark returning 4.63% on investor capital. The S&P 500 index, the broadest and most comprehensive measure of U.S. equities, returned 4.32%. International investors did equally a well with the Morgan Stanley Capital International…

Read More