Tag Archives: Asset allocation

8 Summer Reminders for your Investments

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images-12Dear Mr. Market:

Through the end of last week the S&P 500 had posted a return that was up just over 19% for the year!  We’ve seen investors pull money out of fixed income investments at a record pace as they are chasing the impressive returns that the equities markets have posted.  If you’ve been in the market you’ve certainly enjoyed some positive returns, but the question now is where do we go from here?  Below we’ve taken a few moments to put together some talking points that every investor should consider with their own portfolio.  As we are over half way through 2013 we find this a perfect time to revisit some reminders that we’ve touched on throughout this record-breaking year: Continue reading →

Women Investors : Who Controls the Purse Strings?

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Women Investing

Dear Mr. Market:

Did you remember Mother’s Day and get her something special?  As we celebrated Mother’s Day earlier this month we would not be surprised if Mr. Market didn’t do much for his mother or for women in general.  The financial services industry has been notorious for overlooking women investors however, the ‘tides of change’ are quickly approaching and everyone needs to be aware of it.

Women have become major power players and are making a huge impact in today’s financial world.  The statistics speak for themselves; here are some eye opening facts: Continue reading →

The trend is NOT always your friend….

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BitcoinDear Mr. Market:

How is it that through both bull and bear markets, you are constantly able to create new products and services that entice investors to take on risk beyond what they need in their investment portfolios?   Time after time, we’ve seen investors rush to get involved in the next great investment opportunity. Just looking at the last few years alone we’ve seen the Facebook IPO, Leveraged ETF’s, Day Trading, Managed Futures… and the list goes on and on.  Most recently we’ve seen a new “currency” hit the headlines and attract investors … Bitcoins.

This new digital currency has caught plenty of media attention with the price hitting extreme highs and lows.  Just in the last two weeks Bitcoins were worth as much as $260 apiece and then within days they dropped down to $100 a piece.  This decentralized digital currency allows for exchange without any regulations or protection.  It is based on an online programming code written by a group or an individual that operate under the name “Satoshi Nakamoto”.  If that doesn’t make individuals feel secure then knowing that they can never hold these ‘coins’ in their hands but instead can hold them in their online digital wallet definitely should! Continue reading →

How Did Mr. Market Fill Out his NCAA Bracket?

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Dear Mr. Market:

We understand you’re likely quite busy the past couple of days with some of the whip saw action in the markets. Maybe all the debt crisis news with Cyprus has you in a sour mood? Perhaps you haven’t had time to look at your NCAA brackets? What if we asked you to choose Indiana or Intel? Now are you interested?

basketball on cashMarch Madness is here! We’re proud to roll out another year of our spin on March Madness. How does a collegiate basketball tournament that captures the majority of America tie into the investment world? Well, aside from the massive amounts of money and time that gets allocated to this event, there are some connections worth looking at. For the past few years we take this time to pontificate which asset classes and what specific stocks may outperform their respective benchmarks over the next year. We happen to be avid sports and hoops fans, but as financial advisors we’re joining both passions to attempt to connect some dots. Continue reading →