More on Portfolio Inflation Strategies
\A May 2011 lengthy article by Gahagan and Martin, suggests a modest, permanent allocation to inflation-hedging -assets , such as TIPS, commodity futures, and REITs. The interesting part of the article is a discussion of how different inflation-hedging assets perform across the inflation cycle. For example, TIPS perform best in an inflationary period of less […]
What Everybody Ought to Know About Dividend Paying Stocks
All too often lately, I have heard people talking about their individual stock holdings and the income they are providing them in retirement. They love mentioning how they are receiving quarterly income from these companies regardless if the stock market is trending up or down. The stockbrokers refer to this as the “get paid while […]
Investing is for Optimists
“we are becoming healthier, cleaner, smarter, kinder, happier, and more peaceful”
Investing for Retirement Income – Part 1
A sense of security comes from seeing a regular monthly income from your investment portfolio. Especially when one is retired or is dependent on investment income to meet everyday expenses. In the investment community, bonds are considered second class citizens. Investors are told that holding bond funds is done primarily to reduce the overall portfolio […]
Expert Answers To Your Roth Conversion Questions
From time to time we will be sharing insights from some of the people in our network of professional advisors who assist our clients with tax advice, estate planning, and other issues. Following is an interview with Michael J. Reilly, CPA, Partner in Charge of Tax Services at Dannible and McKee, LLP—Certified Public Accountants and […]
Our Fiduciary Responsibility: Avoiding “It’s Bad and Getting Worse” Mentality
Experienced investors have heard this before. It is a headline used many times over the last 60 years. Fear sells. So the media sells high unemployment, potential deflation, and pending economic gloom. Some in the investment community join in the chorus, but fiduciary advisors have a responsibility to muffle the noise and help investors take […]
Market Analysis
Financial markets continued their winning ways in the first quarter of 2010 marking four consecutive quarters of positive stock market returns. The chart at right shows the impressive performance of small company stocks during the past three months and the fact that all major asset classes had positive returns.