After 16 years as a High Net Worth Private Banker I opened my firm in 2011 to create an unbiased and client-centered wealth management firm. As an independent advisor I can now solely focus on helping clients define and pursue their unique goals. Read More
Balanced Money | Balanced Life
So, you’ve heard U.S. companies are fabulously profitable and sitting on record piles of cash. It’s true. According to Moody’s Investors Service, non-financial U.S. companies had hoards of cash at the end of 2013 – about $1.64 trillion. That’s about 12 percent more than the previous year’s record-setting $1.46 trillion. Technology, healthcare/ pharmaceutical, consumer […]
About five years ago, the World Economic Forum’s Global Agenda Council proposed a new index be developed, one that would “increase the impact that social entrepreneurs, business leaders, and policy makers can have in the world.” The general idea was the new index would measure social progress and spur competition between nations to improve […]
Certified Financial Analysts (CFAs) are more optimistic and confident that both local and global economies may grow this year, according to the 2014 Global Market Sentiment Survey (pg 5). Sixty-three percent of CFA Institute members think the world economy may expand in 2014. That’s a big change from 2013 when only 40 percent were optimistic […]
If you’re wondering about reality television, National Public Radio says it may be virtual reality goggles that let viewers feel as though they are part of a show or let them interact with shows. If you’re asking about astronomy, it could be finding a planet that’s ten times larger than earth orbiting our sun. Of […]
Some worry the U.S. stock market, like a first time marathoner, a few miles from the finish, may be getting a little wobbly. There is no denying the Standard & Poor’s 500 Index has had a good run. It has gained about 172 percent since its low following the financial crisis, and its earnings have […]
Professor Eugene Fama may be the most important mind in the world of finance today. Most people have never heard of him. But they often know of him. Today, October 14, 2013 he was awarded the Nobel Prize in Economics.
Retiree Income Strategies Should retirees limit their spending to the interest and dividends they receive? Ken French says investors should be indifferent to how they raise cash, whether through dividends and interest, or through the sale of shares–a method Merton Miller called “homemade dividends.”
Large institutional investors and high-net-worth individuals have helped advance a new asset allocation model—one that introduces alternative investments to provide diversification and a hedge against rising inflation.
“If the current annual inflation rate is only 3.0%, why does my grocery bill seem like it’s 10% higher than last year?” Many of us ask ourselves that question, and it illustrates the importance of understanding how inflation is reported and how it can affect investments.1
The second quarter finally saw an uptick in interest rates with a corresponding decrease in bond values. I am inserting two pieces from LPL Financial ‘s Research that address the past quarter and their views on the fixed income markets.