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rothstein yachts

South Florida Ponzi Schemes — No Rest For The Wicked

In December 2008, as the Madoff story broke, we sent an email to all our clients reminding them of critical safeguards they need to follow to avoid being the victim of investment fraud.   At that time, reading through the list of Madoff victims, we couldn’t help but recognize the names of neighbors, acquaintances and community leaders.  South Florida […]

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buy-sell-panic

Buying High, Selling Low

Are you convinced that the secret to successful investing is buying when the market is on the way up, then selling in time to avoid a pullback?  If that is indeed the secret to success, then it’s such a well kept secret that virtually no one knows how to do it. In fact, most people manage […]

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piggy-glass

Is the Fed at War with Savers?

That’s the thesis of “The War on Savers,” a February/March article in AARP Magazine by journalist Carla Fried.  In 2008, to cope with the financial crisis, the Fed dropped the fed funds rate to almost  zero and has since stated that it intends to keep rates that low until 2013 or beyond.  The result?  “That means for five […]

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stock charts

Inside the S&P 500: Secrets of 2011 Performance

The U.S. stock market was one of the best performing developed markets in 2011, yet the S&P 500 managed to turn in only a +2.07% performance with dividends included. But here’s something you may not know.  Research by investment manager Manning & Napier shows that performance within the S&P 500 companies was extremely uneven in 2011.  […]

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Growing Income

The Secrets of Dividend Investing

With investors earning next to zero on money market accounts and CDs, it’s no surprise that investing for dividend income is “in” again.  As portfolio managers, our job is to provide investment solutions for clients nearing or in retirement, and usually that means generating a fair amount of sustainable income to cover monthly expenses.  For […]

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