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Nov 6 2013Red Flags Rise on Emerging Stocks
Monday’s Wall Street Journal discussed the intermediate term future for emerging markets. A growing number of analysts find the recent rebound in emerging markets troubling. Developing country equities are up 16% since June. Theeir message: Proceed at your own risk. Based on a five year forecast, U.S. small cap stocks are still a better growth Read more ➝
Oct 14 2013With stock funds, ‘passive’ keeps beating ‘active.’A client of ours shared an article with us from the October 6th, 2013 issue of the Los Angeles Times titled, With stock funds, ‘passive’ keeps beating ‘active.’ But many investors still gamble. I guess he remembered me making this same statement, as I am sure most of my clients have also heard. Although Read more ➝
Oct 9 2013Investors Turn From Once-Hot REITsInvestors fled Real Estate Investment Trusts en mase since mid May when Federal Reserve Chairman Ben Bernanke suggested that the Federal Reserve’s accomodative monetary policy might soon come to a close. Their concerns appear to be twofold; there’s concern that higher borrowing cost will impair REIT’s ability to continue to pay handsome dividends and also concern Read more ➝
Oct 9 2013Paul Ryan: Here’s How We Can End This StalemateIn an op-ed post in today’s Wall Street Journal (to read CLICK HERE), Representative Paul Ryan, R-Wis, proposed broading the Congressional dialouge beyond a conversation on the Affordable Care Act (aka Obamacare) to include a conversation about changing the tax code and tackling Medicare funding–two topics that, at least in theory, garner broad bi-partisian support. Read more ➝
Oct 9 2013IMF’s Pessimism on Global Growth WidensThe International Monetary Fund cut its world growth forecast Tuesday amid deteriorating emerging-market prospects, urging authorities to shore up their economies as the U.S. prepares to exit its easy-money policies and wrestles with a budget impasse that threatens to derail the global recovery. To view the entire article from the Wall Street Journal CLICK HERE.
Sep 27 2013Just a simple garage–maybe not!Today Google celebrated it’s 15 year anniversary at the garage where founders Larry Page and Sergey Brin started the company. Turns out they were not the only silicon valley companies to start in a garage. Hewlett Packard started the trend and Apple got it’s start there as well. Maybe its time to move out the Read more ➝
Sep 27 2013Mortgage rates fall to 9-week lowThis week the Los Angeles Times reported that mortgage rates fell to a 9-week low. This may come as good news to those who have not taken advantage of these historically low rates. It also bodes well for new and resale housing–both key drivers of the economy. To read the entire article CLICK HERE.
Sep 23 2013BlackRock’s Larry Fink speaks outLarry Fink, the CEO of BlackRock, the largest asset manager in world speaks out about retirement and what living longer will mean to all of us. He also shares his opinion of the equity market (here’s a hint, he has 100% of his personal portfolio in Equities). CLICK HERE to read the interview from the Read more ➝
Aug 29 2013TeslaOver the last few months we have purchased Tesla (symbol TSLA) for a handful of clients. Given the fact that it is a start up company, competing with some very big players (GM, Ford, BMW, Toyota etc…), based on relatively new technology and run by a CEO who has never been in the car business, it is not Read more ➝
