Patience Pays Off for Investors in 2014
Forecasters often cite a figure of 8%–10% as a likely outcome for stock market performance in the year ahead, and 2014 was no exception. As sensible as this may sound, it is worth pointing out that over the past 89 … Continue reading
Things Everyone Should Know About Investing & The Economy
A recent article, “122 Things Everyone Should Know About Investing & The Economy” from Business Insider, features a lot of interesting and often overlooked facts, figures, and quotes. See how much you know. Regarding market predictions: The phrase “double-dip recession” … Continue reading
Why We Support Bath Community Fund
My wife and I have overcome many obstacles in our lives. We came from families that did not fit the traditional mold of what a family is or perhaps should be. Our families often teetered from lower middle class … Continue reading
CAPE Crusader: Market Valuation as an Investment Timing Mechanism
As broad market indices such as the S&P 500 have set new record highs in 2014 and then recently became more volatile and retreated, many investors have become apprehensive. They fear another major decline is likely to occur and … Continue reading
Volatility is Back
Professional investors know something that most people find impossible to believe: that the threat of scary ups and downs in the markets is by far the best friend of the long-term investor. Why? Because over the long term, stocks … Continue reading
Making the Most of Your Pension: Lump Sum or Annuity?
While traditional, defined-benefit pension plans are going away, many baby-boomer pensioners are still confronted with the complex decision of how best to take their pension. Some plans may even offer the choice of a lump sum in lieu of a … Continue reading
Corporate Tax Inversions & Impact on U.S. Investors
Shifting profits abroad is nothing more than business as usual for large American companies and much confusion exists as to the impact on U.S. investors. So-called tax “inversions” hit the mainstream news media when U.S. medical device manufacturer Medtronic bought … Continue reading
Akron Area Ponzi Scheme & Transparency in Mutual Funds
A recently publicized Akron-area Ponzi scheme took in nearly $21 million from 47 people, SEC lawsuit says. A fake company was established that was marketed to investors as a business that buys and sells oil and refined fuel products. Investors … Continue reading
Retirement Expectations & Spending Patterns
When are you going to retire? How much are you going to spend in retirement? These questions increasingly have become more complicated. A diminishing number of people actually plan to leave work and embrace leisure on a full-time basis. Many … Continue reading
Retirees, Stocks, and Time Diversification
One area where many professional advisors disagree with academics is whether stock investments tend to become less risky as you go out in time. Advisors say that the longer you hold stocks, the more the ups and downs tend to … Continue reading
