Newsletters

A Perfect Storm

Thursday, July 1st, 2010

Overview: Investors are faced with a perfect storm of information overload, human emotions and market volatility. Following is a discussion of those threats to investors’ portfolios and a way to avoid the storm.

Information and Technology
If you do a search on Google for the word investing, you will get 69 million hits in 0.23 seconds. If you visit one of numerous financial Web sites, you can read the blogs of experts who share their opinions and recommendations every day or so. If you have satellite radio, you can listen to CNBC almost anywhere in the world.

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The Home Financing Decision

Tuesday, June 1st, 2010

Overview: Some investors may have the means to purchase a home with little or no mortgage needed. But is it a good idea? The following provides some items to consider regarding the home financing decision.

Many investors have questions related to financing a home (be it the primary residence or a vacation home). One such question is whether to use investment assets in purchasing the property or to borrow the maximum. As with many questions related to investing, there is no single right answer. There are, however, important points to consider.

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Indexing Vs. Passive Asset Class Investing

Thursday, April 1st, 2010

Overview: Many investors may believe that passive investing means simply buying index funds. However, there are some key differences between index investing and passive asset class investing. The following discusses some of those differences.

Many investors realize that a passive investment approach offers many benefits when compared with an active investment approach. Passive investing involves buying and holding market components, whereas an active investor or fund manager tries to pick the next winning stock or time where the market is headed next. A passive approach offers these major benefits: (more…)

Looking Beyond the Dow

Monday, March 1st, 2010

Overview: Many investors use the Dow Jones Industrial Average as a gauge of how the market is doing. It is important to recognize that the Dow only captures one portion of the market.

How did the market do today? When is the market going to get back to 14,000?

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