Recent Posts / RSS Feed- The tax landscape will shift, making these three strategies wise moves for 2012
- Life Settlements Offer Alternative to Insurance Cash Value
- Farmland, agriculture commodities may outrun stocks or bonds
- Student loan overview — which is right for you?
- Long-term care costs … still expensive, but growing slower in some cases
- Expand investment opportunity with alternatives
- Natural gas: Good energy opportunity, maybe not a good investment opportunity
Tag Archives: investments
Dave Ramsey’s misleading expectations
Radio host and author Dave Ramsey has developed a big following by delivering basic advice about financial literacy and budget management. He has helped a lot of people take positive steps to get out of debt and invest for their … Continue reading
Posted in Financial planning, Investments, Retirement
Tagged financial, investments, Ramsey, retirement, returns
Leave a comment
Strategic vs. tactical investing, our approach
A growing theme in the investment professional literature revolves around the idea of strategic vs. tactical management of portfolios. Strategic assets, or even individual positions, are generally those that are included at the core of the investment mix regardless of … Continue reading
Posted in Financial planning, Investments
Tagged asset allocation, berkshire, bonds, buffett, investments, portfolio, returns, risk, stocks, strategic, tactical
Leave a comment
Challenges facing bond investors, reasons to hold them
The following chart from Natixis Investments demonstrates how interest rates impact bond markets, particularly long-term government bonds. Over the past 30 years, generally declining interest rates have fueled bond returns that have easily outpaced inflation (6% real return). But go … Continue reading
Posted in Financial planning, Investments
Tagged bonds, Brooks, corporate, financial security, foreign, Hughes, inflation, interest rates, investments, Jones, Tacoma, Treasury, wealth management
Leave a comment
Investors overreact to municipal bond fears
This video from Vanguard Investments is a helpful reviewof the current state of the municipal bond market. Three turbulent months based on speculation about future defaults have shaken munis. The risks appear to be overblown.
Posted in Investments, Taxes
Tagged interest rates, investments, municipal bonds, munis, Vanguard
Leave a comment
Investment returns of inflation phases
It has been a couple years since inflation caused much concern in the U.S., but we expect it to be a growing theme as prices are rising not only for oil but for food and industrial production commodities as well. … Continue reading
Posted in Financial planning, Investments
Tagged commodities, equities, gas, inflation, investments, oil, stocks
Leave a comment
Even weak economy can produce good investment returns
Emerging market countries have earned a lot of attention from investors because of their 29.05% average annual return from 2003-2010 (MSCI Emerging Markets Index). Going forward, much of the assumption that emerging markets will continue to lead has to do … Continue reading
Posted in Investments
Tagged bonds, economic growth, economy, GDP, investments, performance, returns, stocks
Leave a comment
An insider’s view of international bonds
We are strong proponents of international diversification of both stock and bond holdings. Much of our clients’ money in international bonds is invested by Michael Hasenstab, the portfolio manager of the Templeton Global Bond and Templeton International Bond mutual funds. … Continue reading
Posted in Investments
Tagged bonds, emerging markets, international, investments, portfolio, stocks, templeton
Leave a comment
The Bond Market Conundrum of 2011 — Part II
Portfolio Management Preferences to Reduce Risk LOOK BEYOND TREASURIES U.S. investors have easy and relatively inexpensive access to a broader selection of bonds than they had in 1994. Non-U.S. bonds provide U.S. investors access to different economic cycles, interest rates … Continue reading
Posted in Financial planning, Investments, Retirement
Tagged 1994, bonds, Brooks, CFP, climb, corporate, economy, Fed, Hughes, index, interest rates, international, investments, Jones, performance, portfolio, retirement, returns, Tacoma, Treasury
Leave a comment
