The biggest event for investors over the next six months is likely to be the November elections in the United States. The outcome of the elections will define the political context and leadership for policies that address the looming fiscal imbalances coming to a head in early 2013. Read More
- Heard Jimmie Johnson, in the Lowe's car, just won for the 73rd time at Lowe's Motor Speedway. In other news, water is wet.
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May11th
The “Wall Street” Election Poll
Posted in: Election, LPL Financial, Stock Market
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April24th
Peter Drucker said “what gets measured, gets managed,” and this is especially applicable in the investment world. When I ask investors about their account performance, I typically get a melting pot of answers involving “good,” “bad,” “ok,” or some expletive that I cannot repeat. Read More -
April16th
Backtesting is a beautiful thing….or, it can be a horrible thing. It depends on which side of the table you are sitting on.In investing, backtesting simply means taking a set of investment criteria and then applying them over the course of history to see what “would have happened.” Read More
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April9th
Your Last Month
Posted in: Estate Planning, Personal
Meeting was scheduled for 3:45 pm today at the client’s house. As I drove deep into the country woods, the paved road ended as I turned onto a sheet of gravel. My car jumped back and forth with each tire revolution. As I pulled up to the house, I was greeted by 4 dogs who were none too happy that an overdressed yuppie was encroaching. Read More -
April4th
The Biggest Loser
Posted in: Case Study, Financial Advisor, Trusted Advisor
The next time you are in public, and the subject of investing rears its ugly head, listen closely. Inevitably, there will be an obnoxious male bragging about buying a stock at $1 per share while watching it rise meteorically to $10. Read More -
March27th
Drop It While It’s Hot
Posted in: IRAs, Retirement Planning, Taxes and Investing, Youth and Investing
A friend of mine recently asked me to write a piece about Roth IRAs. This is no ordinary friend, so I decided to partake in the endeavor. But, in my typical rebel fashion, I promised myself that my contribution to the Roth IRA network of articles would be neither status quo, nor boring. Search #RothIRAMovement on Twitter if you want the play by play…that’s what all the cool kids are doing. Read More -
March20th
Stocks’ Sweet Sixteen
Posted in: LPL Financial, Market Commentary
It has been a sweet sixteen weeks for the S&P 500. The broad stock market index has only had three down weeks out of the past sixteen. There has not been a sixteen-week period with fewer weeks of losses in over 20 years – since the period ending September 1, 1989! Read More
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March13th
The Eye of The Beholder
Posted in: Inspiration, Personal
As some of you know, my wife is heavily involved with an outreach called “Serving Meals Ministry.” They provide free meals to needy families, and she and I help out with the local chapter, which serves Fort Mill’s Riverview community.Although she attends most of the time, occasionally I have the chance to serve, and there is always some sort of life changing moment. This time was no different. Read More
