Category: Perspectives

  • Looking Past the Headlines

    The state of the U.S. jobs market has always been watched closely by economists and financial professionals, and the current economic recovery has only served to draw closer scrutiny to the employment… Read More

  • Con Men, Scam Artists and Crooks, Oh My!

    When Money Speaks, the Truth Keeps Silent.  Russian Proverb Judging from the number of well publicized investment swindles in recent history, it seems safe to conclude that one cannot be too careful… Read More

  • The Walmart CPI and the Spending Power Gap

    While the U.S. economic picture continues to show broad improvement, some concerning trends are emerging that could eventually lead into the next recession.  When will the next recession happen?  No one can… Read More

  • CNYK Technology and Penny Stocks

    From the beginning of June 2014 to mid-July 2014 shares of CYNK Technology Corp (CYNK), a penny stock, ran up by approximately 25,000%. The run up and what caused it is still… Read More

  • The Changing Face of Retirement – Some Emerging Trends

    In my last post, I wrote about the challenges ahead for the millions of baby boomers as they enter the traditional “retirement years”. As a near retiree myself, I quite naturally have… Read More

  • Retirement Risks You May Not Be Thinking About

    In my last post I wrote about one method to protect retirement portfolios from the long term impact of market volatility, an often feared retirement risk.  However, there are other sometimes forgotten… Read More

  • Understanding Benchmarks – Part 1

    Benchmarks are indices used for measuring the performance of a particular strategy or total portfolio. The goal of most money managers and investors is to outperform their respective benchmark. However, caution should… Read More

  • The Halfway Point

    I have the privilege of writing this post on July 1 – the midway point for the year.  I actually felt chills up my spine last week when I realized that we’re… Read More

  • Protection Against Identity Theft

    After a day at work, making dinner, washing dishes and folding laundry, I can finally sit down, relax and unwind for the day.   I put my feet up and grab my laptop…. Read More

  • Portfolio Structure in the “Decumulation” Phase

    I read an article this morning in The Fiscal Times that said 59% of Americans surveyed by Gallup were worried about the sufficiency of their retirement savings.  Disappearing pension plans and concerns… Read More