Category: Uncategorized

What To Expect From Bond Funds When the Fed Begins Raising Rates

This month Bill is discussing what to expect from Bond Funds when the Fed begins raising rates.

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The Most Important Asset

The most important asset in the world is in limited supply, cannot be bought, sold, or traded, and must be appreciated before all other considerations. What is it and how do we deal with it? You’ll have to watch to find out.

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Don’t Do This

Various companies began tracking investor behavior 20 years ago and the results are in. Mostly, people are terrible at investing.  Whether looking at data about day traders, or the aggregate results of mutual fund holders, the same story is told.  Typical investors make the same pattern of mistakes.  We are doing our part to create

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America Is Facing A Retirement Crisis

[The following represents the guts of our new brochure for our 401(k) Plan Management offering.  We’ve taken out the product-specific detail, leaving you with what I hope will be a thought provoking analysis of one facet of a major crisis facing our country.  – BV]   At no time in the last 100 years has

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Five Investment Plays For An Improved Europe

Following are five logical plays using Exchange Traded Products (ETPs) towards the eventual improvement in the debt/currency situation in Europe.  This I know: there will be the eventual improvement in the situation in Europe. When and how is anyone’s guess…but it’s possible that some of these plays may bear fruit in the second half of

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The Graphic Reality

If you watch our “Market Message” videos, you know I’m a huge fan of graphs and charts. Below are five charts previously cited in a “Message” whose changes warrant an updated look. THE MARKET The market appears to be rolling over.  That’s typically a bad sign for the very-short-term (next couple of weeks), but in

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America Is Facing A Retirement Crisis

At no time over the last century has the American working public faced a bleaker retirement situation.  Workers today have been beset by a “perfect storm” of conditions that will either prevent them from being able to truly retire, or likely delay that day long past when they’d hope to retire. There are several explanations

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The Impossibility of Economic Prediction

We put far too much stake in what economists say.  Even economists will tell you that. Too often, we treat their forecasts like precise predictions.  They’re not accurate enough to rise to what could be called predictive.  A decent economist can make a reasonably accurate statement about the economic affairs right now, but go out

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Top Five TV Shows To Get Kids Interested in Business

As parents of four young men (ages 8-14), my wife and I play many roles, including cyber-cop, digital watchdog, and TV censor.  And while we’re aghast at most of the crap kids are subjected to these days on the Internet, in video games, and on TV, fortunately there are a few really good sources of

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The Dow Is Not The Market

It’s simply amazing to me that anyone refers to the Dow Jones Industrial Average as a benchmark for stocks–especially otherwise savvy, smart investors! This index does a horrible job emulating the behavior of the stock market as a whole.  I refuse to acknowledge it.  When someone asks me, “How did the Dow do today?” my

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