News

What were they thinking?

This weeks article in Barron’s entitled “Don’t Panic” took issue with today’s common wisdom about retirement and individuals preparedness to stop working. We all have likely seen statistics that say that 50% of the pre-retirees have no savings at all. Of course, it is all in how the numbers are crunched. Some studies are focused…

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The Fed, Yellen, Hedge Funds, Über, Oh My!!

For a smile… If at first you don’t succeed, skydiving is not for you! Things we are pondering… The investment markets loved Fed Chair Yellen’s report this week, largely because there were no surprises in it. It does appear that the Fed does in fact see pressure on rates increasing and consensus, based on the…

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Fridays Thoughts

As I write this weeks post I find myself on a plane to Los Angeles. The purpose of the trip is to do an onsite visit to one of the investment opportunities we are considering and visit with clients. I am still amazed at the capabilities today’s technology brings us.  We continue to develop capabilities…

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Friday’s Thouhgts

Fall is here…well, maybe not officially on the calendar.  For the most part, when students go back to school and school buses are a common sight in the morning and afternoon, we know that the world has shifted and we now have new things to do and look forward to. Hopefully everyone had a wonderful…

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Friday’s Thoughts

Two big pieces of financial news this week were that the S&P 500 closed over 2,000 for the first time and that the next corporation to avail itself of the “tax inversion” process was Burger King by its deal with Tim Hortons of Canada. Congress has been talking about, yet doing nothing, about major corporate…

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Friday’s Thoughts

Summer continues to move along and Labor Day is just around the corner. How are your goals for 2014 coming along? It may be a good time to refocus and keep moving forward. I had another opportunity to guest post on the Paladin Registry site. The link is below in the “Interesting Links” section. Things…

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Friday’s Thoughts

Things we are pondering….. S&P 500 profit margins continue to reach new highs. The nagging question is how long can this continue with an anemic economic growth. One can only cut costs so long. Also, weak GDP numbers from Germany are giving us some cause for concern. We’ve been optimistic about the Eurozone’s prospects, but…

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Friday’s Thoughts

Last weekend I had the extraordinary opportunity to see Paul McCartney at Target Field in Minneapolis. His show was amazing and a tremendous amount of fun! It reminded me that Paul McCartney has been a part of my world since I was 11 years old. Sir Paul McCartney has traveled the globe multiple times, and…

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Friday’s Thoughts

When talking with people I find many are fed up with the devisions in our country and the sharp rhetoric that comes with it. I am too! It seems everyone needs to pick a side and line up one side against another. Yes, at times on weighty issues sharp rhetoric was the only way to…

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Friday’s Thoughts

Warning! Shameless Self Promotion!! Here is a link to a blog article that I wrote for the Paladin Registry. http://www.paladinregistry.com/blog/investing-2/know-need-investment-management/ I am fortunate to be recognized as a Paladin 5 Star “Certified” Advisor. The “certified” means that the Paladin Registry is investigated my background etc. and found it to be accurate and without blemish. Some…

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