Happy 100th Birthday! I Think.05/30/15
Major breakthroughs in reducing heart disease or cancer will significantly boost average life expectancy. But, can we afford it? Today's Stocks & Topics: Gold ETFs, U.S. Oil Producers, U.S. Profits, Largest Organic Retailers, After Hours Market, CNW -...
Do You Know What Your 401(k) is Doing Right Now?
There are a lot of moving parts in a typical 401k program, and most of us have only a vague idea of how it works. Today's Stocks & Topics: Commodities, EXPE - Expedia Inc., Retirement, Median Household Income, Stocks to Own for the next Decade, VRA -...
3 Symptoms of a Poorly Diversified Portfolio
Every investing decision must be consistent with maintaining a high degree of diversification. Today's Stocks & Topics: Universal Life Index Fund, Social Security, Apple Watch, U.S Savings Rates, House Prices, 401k, SDLP - Seadrill Partners LLC, UCBI...
Building Your Custom Made ETF
Akin to ETFs, Motif investments exist as baskets of stocks that mirror certain themes or motifs. Today's Stocks & Topics: 401k, Durable Goods, House Prices, KMT - Kennametal Inc., ETFs, Bond Funds, 403B, The DOW Theory, Stock Value.
Time to Invest in Mexico?
Consider the bull and bear case for buying the "most interesting" exchange traded fund in the world. Today's Stocks & Topics: 1st Quarter Earnings, Trade Deficit, Earnings, EWW - iShares MSCI Mexico Capped ETF, The Stock Market, Dividends, Option...
4 Ways To Get Millennials To Save For Retirement
They've got other issues - career, school loans, establishing credit, so many young adults don't consider retirement a top priority. Today's Stocks & Topics: EOX - Emerald Oil Inc., Summer Rally vs. Summer Correction, 401k Solution, I-R-A, GOOG -...
When To Walk Away From An Investment
Investors tend to get emotional, selling on impulse rather than strategy, and thinking they can time the market. Today's Stocks & Topics: Home Sales, Peter Schiff & Gold, Wall Street vs. Main Street, PG - Procter & Gamble Co., SHAK - Shake Shack Inc....
A 401(k) Rip-off?
Insurance companies have managed to build a better mousetrap to profit from retirement accounts. Today's Stocks & Topics: Nuclear Power Plants, URA - Global X Uranium ETF, Retirement, Spending vs. Income, China Solar Stocks, 403B, UUP – Power Shares...
Can Real Estate Fit Into Your IRA?
It's emerging as an alternative to stocks, bonds and mutual funds for IRA investors. Today's Stocks & Topics: Investing, Money Won’t Make You Happy, Retail Sales, Housing, WMT - Wal-Mart Stores Inc., VZ - Verizon Communications Inc., Dividends, Mutual...
Investor Or Trader... Which Are You?
Most of the really big winners on Wall Street list themselves as "traders." Today's Stocks & Topics: Strong & Weak Dollar, Summer & The Stock Market, Social Security, I-R-A Distribution, Investments & Taxes, ECL - Ecolab Inc., How To Pick Stocks, 401k.
Easy Steps for Building a Bond Ladder
When it comes to investing in bonds, we know this is a common strategy used when building a portfolio, but exactly how do you do it? Today's Stocks & Topics: Retirement Money, Weak Dollar, FCNTX - Fidelity Contrafund, VTSAX - Vanguard Total Stock...
Meet the Financial Advisers to Very Wealthy
From people with lots of money and no money skills to the rich and savvy. Today's Stocks & Topics: Annuities, Money Skills, Warren Buffett Reads Up To 6 Hours a Day, Retirement, Maximize Social Security, CLH - Clean Harbors Inc., VGK - Vanguard FTSE...
What's Ahead For ETFs?
Top ETF Players debate the future - a look at what's in store for investors. Today's Stocks & Topics: After-Hours Trading, European Bond Market, IPXL - Impax Laboratories Inc., NOV - National Oilwell Varco Inc., GRPN - Groupon Inc., SH - ProShares...
Investing In Real Estate - The REIT Way
Most Americans own homes, but having a single property or a few rentals doesn't offer true real-estate diversification. Today's Stocks & Topics: Charts, Asset Bubble, Workers Quitting Their Jobs, Greece, GEVO - Gevo Inc., Tax Liens, HES - Hess Corp.,...
Should You Be Adjusting For A Coming Downturn?
Using historical comparisons, this money manager believes we are most likely in the latter third of this bull market. Today's Stocks & Topics: Apple vs. IBM, Stock Buy Backs, Bond Yields, Uber, BX - Blackstone Group L.P., Muni-Bonds, GBX - Greenbrier...
10 Great Investing Sites and Apps for Millennials
These tools can help young adults invest with confidence and start building wealth. Today's Stocks & Topics: 401k Restrictions, Jobs Report, Chinese People, Myths About Getting Good Gas Mileage, TCPC - TCP Capital Corp., Asset Allocation, WFM - Whole...
The Case For Global Currency Investing
Are there still opportunities for dollar- based investors to potentially achieve gains in non-U.S. currencies? Today's Stocks & Topics: The Stock Market & Employment, Credit Cards, Apple Watch, LYB - LyondellBasell Industries N.V. Cl A, CRC -...
The Two Sides of Social Network Investing?
There was sharing before the internet, but now social media has broadened its appeal. The question is: Are you getting good advice? Today's Stocks & Topics: ETJ - Eaton Vance Risk-Managed Diversified Equity Income Fund, Annuities, The Stock Market, FB...
Cinco De Mayo: Time to Invest in Mexico?
Consider the bull and bear case for buying the "most interesting" exchange traded fund in the world. Today's Stocks & Topics: RKUN - Frakuten Inc., 1st Quarter Earnings, Trade Deficit, EWW - iShares MSCI Mexico Capped ETF, The Stock Market, Penny...
Are There Smarter Places to Park Your Cash?
Today's Stocks & Topics: Bull Market Super Cycle, McDonalds needs a change, A better 401(k), 6 Reasons to Invest Internationally, CLR - Continental Resources Inc., Consumer Index, CSCO - Cisco Systems Inc., Market Order
- San Diego, CA
34232 Pacific Coast Highway , Suite B
Dana Point CA 92629888 992 4278