Successful investing is hard. There are times when protecting what you have is much more important than trying to make your money grow. Now is one of those times to protect what you have. I understand that you don’t need any more stress now. I also understand that...
My goodness, this is the last week of August. My kids go back to school tomorrow. My Dad is coming back from his cabin on Sunday. Labor Day is a week from today, and that really means that the Minnesota summer of 2013 is officially over. I know that my kids are ready...
Another week and another financial services industry firm survey. I have written before about the danger of rising interest rate in bond mutual fund investments. This survey puts some real life numbers on the danger. Edward Jones published their survey of 1,008...
Every week there is a new survey from a major financial services company. Last week, Charles Schwab Retirement Plan Services released the results of a recent survey of more than 1000 individual company 401(k) retirement plan participants. Three of the summary points...
The correlation between interest rates and bond mutual fund prices is the least understood investment management concept. I can think of a handful of people I have met in Minnesota that understand this key relationship. Bond mutual fund prices are directly connected...
Regular readers may have noticed a pattern in my last few blog posts. On July 30th, Don’t Follow Your Investment Advisor Over the Cliff On August 2nd, Cash This Summer May Be Your Best Bet On August 6th, The Stock Market May Need a Summer Vacation On August 12th,...
