As part of the Financial Planning Association’s (FPA) long-standing relationship with The Wall Street Journal, they teamed up again to produce a special section, “Private Wealth Management.” The section appeared in the September 16 issue of The Wall Street Journal, in conjunction with FPA Experience 2011, and…
On October 21 of last year, at 10:20am Pacific Time, millions of people participated in the Great California ShakeOut (www.shakeout.org), practicing the essential earthquake survival skills of “drop, cover, and hold on.” Researchers long ago established that those who practice an emergency response are more…
DENVER, Aug. 12, 2011 /PRNewswire via COMTEX/ — The Financial Planning Association weighed in on the volatility of the recent shifts in the financial markets and the resulting effect on consumers, as well as the organization’s 23,800-member base. FPA is the largest membership organization for…
We just wanted to touch base with a brief note on the S&P downgrade of US long-term debt and the ongoing volatility in the stock market. To begin with, we believe that the actual downgrade was a bit of grandstanding by a company desperately trying…
Yet again, the word of the day is double-dip, and not double-dip ice cream we needn’t add. Slower growth for the US economy during the first half of this year and debt worries in Europe seem to have driven investor anxiety over the top, causing many to…
We thought we’d offer a few observations now that Congress and the White House have managed to come to an agreement on raising the debt ceiling. As we suggested a week ago, a deal was indeed done, though not before the arrival of the eleventh hour. Among…
With the July 4th weekend upon us, it’s hard not to reflect on the qualities that have made the US unique and powered its path to prominence (when not thinking about baseball, barbeques, and fireworks, that is). Of course, many these days are taking the…
As another week draws to a close, we find ourselves somewhat surprised to realize that the year is now nearly half gone. Tempus fugit is normally translated as “time flies” though a more literal rendering would be “time flees” (think fugit as in fugitive) and…
Dylan Grice of Societe Generale (SoGen) makes the case that commodity investing doesn’t make sense for the long-term investor (as opposed to the speculator). This has always been the Yeske Buie position as well, and largely for the same reason. Commodities do not have intrinsic…
(this posting is courtesy of Dimensional Fund Advisors) The 2008 global market crisis and the struggling economy have left many investors fatigued. Despite two years of strong equity returns, some investors have been slow to regain market confidence. Many are accepting the talk about a “new normal”…