A Few Dollars More

In case you forgot how painful corrections can be, this week reminded most folks that financial markets can move in both directions. Yet I’m not seeing any panic, which may or may not be a good thing. The best I can say for the markets right now is that we are at least half way [...]

[Read more →]

Congratulations, as of this year, women officially control the majority of privately-owned financial assets in this country. Not only is that wealth an awesome responsibility, but it also presents women, especially Baby Boomers aged 45 and over, with an enormous opportunity. Here’s how you can prepare.

[Read more →]

It’s been quite a week on Wall Street.  In fact, it’s been the worse week of downside since October, 2009.  But don’t fret; this is not the beginning of a second collapse, regardless of the claims of the hibernating Perma-Bears who are suddenly coming out of their caves.   Instead, I suggest you look at it [...]

[Read more →]

For many investors, buying a dividend fund in a region noted for extraordinary growth seems, well, counterintuitive. Yet, the fund has returned 418% since inception which breaks down to a 16.54% annualized return according to Morningstar. Given that kind of performance, this may be a good way for conservative investors to invest in the hot spots [...]

[Read more →]

It is no surprise that the markets were having a hard time moving higher this week. Investors went into this fourth quarter earnings season primed for another big leg up. The problem is that so much of their expectations are already discounted by the market.

[Read more →]

This year women, especially, women in their fifties and up, will control the lion’s share of America’s privately-owned wealth. That should be good news to most boomer women, but good news is sometimes deceiving.

[Read more →]

For most of the nation and certainly here in the Berkshires, we are up to our knees in the white stuff and bears are supposed to hibernate in the winter. Hopefully, the same will be true in the stock market.

[Read more →]

It was no coincidence that we interviewed Bruce Berkowitz two weeks ago. The Fairholme Fund, which he manages, has been on my radar screen for the last few months. The fund is ranked by Lipper Analytical as one of their leaders over the last 3-and 5 year periods. In 2009, I noticed it was up [...]

[Read more →]