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Investing At The End Of The Bull Market

Later this month, this market may just take over the title of longest bull market ever (although, mind you, not the most profitable), displacing the previous record-holder, which is the October 1990 to March 2000 bull market under Presidents George H.W. Bush and Bill Clinton. However, since all good things do come to an end, this stampeding […]

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Illustration by Chris Gash - Wall Street Journal

Should You Pay Off The Mortgage?

Thoughtful article by financial journalist Robyn A. Friedman on whether it makes sense to pay off the mortgage as you approach retirement. Debt-free peace of mind Many of our clients have paid off their mortgage entirely, usually because they wanted the peace of mind of being debt-free. When we sit down to review their retirement […]

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Apple Takes $1 Trillion Top Spot

You probably heard that Apple passed a symbolic stock market milestone last week. It became the first U.S. company to reach $1 trillion in market value (market value is the aggregate value of all shares of Apple stock held by investors). Congratulations, Apple! That’s a new market record! Apple has been the most valuable publicly-traded […]

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Quote Of The Week: Building True Wealth

Why financial success can’t be measured by what you earn: “If you’re spending all your money accumulating assets that don’t appreciate and racking up debt, you’re not building true wealth. You can have a six-figure salary and still be broke.” Financial columnist Michelle Singletary, “How to calculate your net worth,” The Washington Post, July 19, […]

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Trade Wars: What Will Happen With China?

No country is as much in the trade crosshairs as China. If a trade war breaks out, what would be the impact on China and on U.S. citizens invested there? Investment experts at Matthews Asia, a San Francisco-based investment firm specializing in Asian and Pacific investments, say forecasts that a trade war will seriously damage […]

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The Kids Are Alright: The Rise Of The Millennial Workforce

If you’re a Baby Boomer, prepare to be outnumbered! In fact, it’s too late. You are already in the minority. Millennials are now the largest generation in the U.S. labor force, says the Pew Research Center based on analysis of U.S. Census Bureau data. Millennials are defined as those born 1981 to 1996, or those aged […]

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Quote Of The Week: Finding The Right Financial Advice

Where do you turn when you need financial advice? It’s hard to know whom to trust, and even harder to know who can give you the unbiased and experienced guidance you need. The personal finance experts at Kiplinger Personal Finance, who have been helping Americans manage their finances since 1920, explain why you may want […]

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Quote Of The Week: The Difference Between A Good Company And A Good Investment

“There is a difference between a good company and a good investment, and that’s valuation.” David Herro, Manager of Oakmark International, at the Morningstar Investment Conference, Chicago IL, June 2018 How many times do people run across a great new product or service, and say “Wow! What a phenomenal company! I should take a look […]

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Morningstar Investment Conference: Prepare To Be Disrupted

There’s always something new in the investment world. That’s why I spent three days in Chicago last week at the annual Morningstar Investment Conference, called one of the industry’s “biggest teach-ins” by Investor’s Business Daily. Keynote speakers included behavioral psychologist Daniel Kahneman, winner of the 2002 Nobel Prize in Economics, who talked about how people think […]

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Quote Of The Week: Is The Stock Market Correction Over?

Just when they think they’re out of the woods, investors keep getting pummeled by a stock market that can’t seem to make up its mind whether it’s headed up or down. Anne Kates Smith, Senior Editor, Kiplinger’s Personal Finance, “Is the Stock Market Correction Over?” May 10, 2018  

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