February 18, 2014
5 Things to Do (and Not Do!) When the Market Corrects
The rocky market of early 2014 may be stressful for investors, but investment experts generally view market corrections as a healthy and beneficial part of a market cycle. It's called a "market correction" because sudden or long spurts of growth can result in stock prices that are more a reflection of investor exuberance than fundamentals; a correction can reset stock prices back to reasonable and reasoned valuations.
December 17, 2013
Five Investment Trends Coming in 2014
With economic data looking up in the U.S. and to some extent around the world, what comes next? Of course, no one knows the future, but we can make some guesses about what some of the trends will be in 2014.
Tags: Economic trends
November 20, 2013
What's in a Dollar? A Fun Financial Fact
Would a dollar by another name buy as much? Take a look at some of these popular terms for the dollar.
Tags: Economic Trends
October 16, 2013
Millions, Billions, Trillions: A Fun Financial Fact
The topics of global economics and national debts are difficult enough for most of us to get our minds around.
Tags: Economic trends
July 2, 2013
Survey Says: Helping Employees Helps Employers
According to a new participant survey by J.P. Morgan Asset Management, 43 percent of participants intend to "wing it" in retirement, "planning to figure out how to live off of whatever they have saved when they decide to retire." While this is not the only disturbing statistic to come out of the survey, it's hard to be surprised anymore to learn about American workers' unpreparedness for retirement.
June 19, 2013
Ten Ways People Make Irrational Financial Decisions
As investment advisors, our job is to help our clients make financial and investment decisions. One of the things we watch out for when advising clients is decision-making bias, which can cloud judgment without peoples' awareness. Studies in behavioral economics have demonstrated a number of ways in which people make irrational decisions, particularly when it comes to financial matters.
April 22, 2013
What is an unconstrained bond fund and how could it be valuable in this environment?
Bonds no longer seem to be the straightforward asset class they once were. The outlook for government bonds looks limited with low Treasury yields,