September 3, 2015

China’s real impact on your portfolio

The stock market has fallen by about 7% in the last four weeks as measured by the S&P 500, ostensibly because of China’s growth slowing down […]
June 13, 2012

Holding Cash

There were two interesting articles about holding cash yesterday.  One was about retirees holding several years worth of cash  (click here to read) and the other […]
May 19, 2011

Managing your portfolio in retirement

One of the biggest financial impacts of retirement is the mind-set change that is needed to manage your portfolio.  Prior to retirement, financial planners recommend having […]
March 15, 2011

Diversification in Action

Diversification is a great way to reduce the ups and downs in your portfolio.  This morning, the effects of the earthquake in Japan and related issues […]
February 19, 2011

The revenge of “buy and hold”

How well do you remember what happened in March, 2009?  That was the month that S&P finally stopped its historic downturn and slowly turned around.  While […]