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W!

W!

The stock market is a lot like weather in New England – wait a few minutes and it will surely change! In late February, as the wintry weather waned, Wall Street waxed, climbing a proverbial wall of worry.

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Retirement Savings Options

Retirement Savings Options

In prior months, this letter has provided guidance on how much and why you should be saving for retirement.  As a refresher, previous letters are available here.  This month, we’re talking about the different retirement saving options available to employees and the contribution limits for each option

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A Ray of Light for Stocks?

A Ray of Light for Stocks?

Investor Sentiment now supportive of a market bottom  

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Even Steven

Even Steven

Are you really worse off after the recent drop in stocks?

Sharp increases or decreases in the stock market may have a lower impact on your financial plan than you think. Sometimes when you lose in one aspect of your plan, you gain in another. That’s the “Even Steven” concept.

 

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A Ray of Light for Stocks?

A Ray of Light for Stocks?

Investor Sentiment now supportive of a market bottom

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997 Hits

Fund Focus: LSBDX

Fund Focus: LSBDX

The Loomis Sayles Bond fund is a credit intensive fund that is invested in domestic and international high yielding corporate debt. What sets Loomis Sayles apart from the other high yield bond funds is their contrarian view towards the high-yield bond market. The manager of Loomis Sayles, Dan Fuss, has recently expressed his confidence in the high-yield debt market and his overall investment strategy, exclaiming that, “the focus is on security selection.” Loomis Sayles continues to be bullish on high-yield debt and remains focused on the long term cycle of the high-yield bond market.

...
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1402 Hits

Even Steven

Even Steven

Are you really worse off after the recent drop in stocks? 

From the perspective of your overall financial health, a big jump in stock prices ain’t all it’s cracked up to be. Nor is a drop in stocks as damaging as you might fear. This is the “Even Steven” concept – you lose something in one part of your plan, but you gain it back in another.

 

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Participant Letter February 2016

Participant Letter February 2016

 You Find out Who's Been Swimming Naked When the Tide Goes Out

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How Stories Drive the Stock Market

How Stories Drive the Stock Market

The day after posting Market Corrections: Separating Fact from Fiction, I was tickled to see this great article by Robert Shiller about how popular narratives, however unfounded, influence stock prices.  

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Market Correction: Separating Fact from Fiction

Market Correction: Separating Fact from Fiction

Some additional thoughts on the January market swoon and on Alan Blinder's WSJ article -- The Markets are Scaring Themselves

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GE's Move to Boston. Why It's Important.

GE's Move to Boston. Why It's Important.
What it Says About the Way Our Economy is Changing

Great article by Michael Porter of Harvard Business School about the importance of GE's decision to relocate its headquarters to Boston, not just because of what GE brings, but because of why it is coming.

GE's transformation over the last decade reflects how manufacturing is changing, the good things that portends for our economy and our competitiveness in global markets, but also the disruption it brings. Increasingly, the have and have not's will align along those who embrace change, and those stuck in old ways of thinking.

This has powerful implications going forward for our human capital -- one of our most valuable assets. 

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A new year, a new way to think about your retirement savings - as lifetime income..

A new year, a new way to think about your retirement savings - as lifetime income..

Have you checked the Ascensus website for an estimate of your lifetime income?  This is a great way to look at your retirement nest egg.  

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Why is it so important to Save for Retirement?(Part 2)

Why is it so important to Save for Retirement?(Part 2)

 According to the Social Security Administration, nearly 90% of people 65 and older receive monthly Social Security benefits with the average monthly benefit equal to $1,335. 

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The Do's and Don'ts of a Market Correction

The Do's and Don'ts of a Market Correction

JP Morgan: "The market is going to fluctuate"

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Dos and Don'ts of a Market Correction

Dos and Don'ts of a Market Correction
 The best advice is too boring for TV, and not profitable enough on Wall Street.

Given recent weakness in the stock market, and financial media’s tendency to magnify every normal wiggle, this is as good a time as any to revisit some long term perspectives, and some of the do’s and don’ts of a market correction.

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Fund Focus: Vanguard REIT Index Fund

Fund Focus: Vanguard REIT Index Fund

The vanguard REIT Index fund is one of the least expensive ways to gain exposure to the real estate equity market. Even though this fund has seen more volatility in the last twelve months when compared to the average REIT fund, the risk-adjusted return has also been higher. The index fund's performance has replicated this by being one of the leading performers in it's category for the 3, 5, and 10 year periods. 

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The Surprising Relationship Between Taxes and Charitable Giving

The Surprising Relationship Between Taxes and Charitable Giving

Researchers have been studying how taxes lead people to donate - or not. Here are the subtle and surprising results.

by Andrew Blackman

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Client Letter January 1, 2016: Axiomatically Speaking

Client Letter January 1, 2016: Axiomatically Speaking
Patience will be a virtue in 2016. You find out who's been swimming naked when the tide goes out.

Your investment portfolio has been planned carefully within your financial and behavioral ability to accept risk. But the same can't be said for all investors, many of whom got too greedy in the last few years' bull market. They'll be forced to run for cover when the tide shifts. If you play it cool, you can benefit from their errors.

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A Yale Economist Wants to Make You a Better Philanthropist

A Yale Economist Wants to Make You a Better Philanthropist

Dean Karlan's ImpactMatters hopes to help prospective donors give smarter, better and more often.

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These Charts Can Help You See What The Fed is Doing

These Charts Can Help You See What The Fed is Doing

Since the Federal Reserve recently raised short term interest rates by .25%, there has been a lot of discussion on the impact that will have on the Domestic and International markets. Open this article and examine 7 charts that explains the decision making process of the Federal Reserve that brought the first rate hike since 2006.

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