Category Archives: Blog

Confusing and Complex… Bond Market 101

Before we get too deep into Fed policy and how the government will have a very difficult time ending their artificial life support called QE3, let’s talk about what it means to your risk management strategy. Bonds are one of

Meet Your New Landlord. . . An 800-pound Gorilla

Here we are today, only a few years out of the worst recession in 80 years and in many parts of the country, especially places like California and New York, prices are rocketing back towards pre-crash levels. Are we approaching

Real Estate: Time to Open Up the Bubbly or Are We in a Bubble?

Back in 2000, Dr. Robert Schiller, co-founder of the S&P/Case-Schiller Home Price Index, stated in his book Irrational Exuberance that real estate prices in America were entering a bubble phase and becoming overvalued based on all past historical data valuations.

Happy Days Are Here…to Stay?

The big question that I think you need to be asking yourself as we enter 2014 is, “Should I be celebrating my gains and continuing to party on or should I be looking at what my game plan is when

Bubble, Bubble, Toil and… Trouble?

That all changed yesterday when the Fed gave the world a clear sign that they had begun the sequence of slowing down and eventually shutting off their artificial manipulation of interest rates thus allowing market forces to eventually control rates

What Would Einstein Say About Your Investment Portfolio?

When things seem too good to be true, what should you do as an investor? The answer is to review your emergency plan for when everything hits the fan again just like it did in 2008 and in 2000. Let’s

4 Things Make Up the Perfect Investment -Do You Know What They Are?

The market would have to go back up 50 percent to make back the 50 percent that you lost, right? Wrong. To recover the loss of 50 percent of your money, you would have to make a 100 percent positive

How to Start Your Own Financial Strategy Workshop: Begin with These 4 Questions

My goal is to give you some tools to help you assess what you think is going to happen in the future and how you can prepare your investments based on those beliefs. You might be thinking, wait a minute,

Why the Next 90 days May be Good for Your Bond Portfolio

First let’s talk about interest rates and your bond portfolio. As you may recall, over the summer Fed Chairman Ben Bernanke floated the idea that if the economics warranted it, the Fed would consider backing off some of the $85

Investment Strategies for a Government Stalemate That Will End 1 of 3 Ways

The first possibility is that Congress strikes a deal that allows the line of credit known as the debt ceiling to be increased for six weeks with no agreements to lower our current policy of spending way more than we