The New York Times ran an interesting piece a few days ago (Wary of Heights (and the Future)) that pointed out the seeming paradox of the S&P 500 Index hitting four-year highs, while investors continue to sit skeptically on the sidelines. Morningstar reports another $3.8…
An article in the Journal of the Society for Judgment and Decision Making last year made the case that simple, name recognition-based systems for choosing winning sports teams beat more elaborate, expert-based systems. The article’s title, “The wisdom of ignorant crowds: Predicting sport outcomes by…
We have lately noticed the growing ubiquity of a British government poster produced in 1939 at the beginning of World War II that advises the reader to “Keep Calm and Carry On.” The poster was intended to boost public morale in the face of the many risks of war,…
We wanted to share a Consumer Reports article with you that was made possible in no small part by the Yeske Buie Financial Planning Team. The article, titled “Where to Put Your Money,” appeared in the February issue of the magazine and a copy of…
In answering a question on CNN Money as to whether college funds accumulated for an eighth-grader should be moved to a 529 plan, Dave offers the following perspective: Another plus, as San Francisco financial planner Dave Yeske points out, is that 34 states currently allow…
Join us for a review of economic and market conditions in 2011 and a discussion of the implications for global investors in 2012 and beyond. This 23 minute presentation covers the following topics: Global stock market performance in 2011 Economic conditions in the US and the Eurozone…
The San Francisco Chronicle’s Kathleen Pender offers up advice for financial planning in the new year. Kathleen quotes Dave on the value of harvesting capital gains ahead of a scheduled rise from 15% to as much as 23.8%. Consider harvesting capital gains. With tax rates…
We have a number of things to share with you today, but the inspiration for sending this particular Live Big Digest comes from an article just sent to us by a client. The article, “World power swings back to America,” was written by Ambrose Evan-Pritchard,…
GETTING PERSONAL Advisers Nudge Fearful Clients Toward Stocks By DAISY MAXEY A DOW JONES NEWSWIRES COLUMN “Fear is a stronger emotion than greed,” says an adviser NEW YORK — Some advisers are nudging fearful clients back into stocks–while continuing to calm investors losing patience with…
I’m sure it doesn’t surprise you that I’m writing again to chat about the chaotic world in which we live, but before I get to that, I wanted to remind you that recorded version of our webinar “Economic Vomitility and Financial Planning as Dramamine” is…