Monthly Archives: June 2011

June Market Commentary

The month of May saw a barrage of disappointing economic reports one after the other. As the end of the second quarter approaches, long-term interest rates have fallen while international fears have risen. Earlier this month, Greece’s credit rating was … Continue reading

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Prepare Your Spouse for Financial Independence

In households throughout the world, it is often common that one spouse is more “financially attuned” than the other. Rather than both taking the lead on financial matters, one spouse usually drives that ship for the most part. This can … Continue reading

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401(k) Contributions and Tax Savings

A commonly-overlooked benefit of 401k investing is that contributions can be made pre-tax, so that even a small contribution can go a long way. In this situation, 401k contributions are not taxed until you retire. Therefore, the more you contribute … Continue reading

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May Market Commentary

The market’s primary focus during April was corporate earnings, which were generally positive. The technology and manufacturing sectors produced exceptional results while consumer spending, inflation, manufacturing, and the Chinese economy continued on their strong upward trajectories. Earnings: The technology sector … Continue reading

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The Importance of Rebalancing

Over time, your asset-allocation policy can veer off track because of market ups and downs.  This is illustrated quite clearly in the image below; a strong stock performance can cause a simple 50/50 portfolio mix to become unbalanced over time.  … Continue reading

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Tax Law Changes for 2011

A good mantra, for investing and for the rest of your life, is “Focus on what you can control.” While most people are inclined to put taxes into the “out of my control” bucket, that doesn’t have to be the … Continue reading

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A World of Opportunity

As trade barriers continue to break down, the world economy has become a small neighborhood. Should investors seek to participate in this wave of globalization, or are they getting all they need here at home. Historically, foreign investments have acted … Continue reading

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