The Market’s Own Beauty and the Beast

Remember Blockbuster? I loved that place as a kid.   It was a family ritual to go to our favorite local Mexican restaurant every Friday night. As soon as the kids finished up (which was pretty quick, because this place just microwaved the plates…YUM!), we would race down to Blockbuster at the front of the shopping center. […]

AJC Article: How Are You Budgeting For “Fun” This Spring

It’s that time of year again. Spring break is over for most families. It’s finally warm again, and the yellow pollen is back. Now it’s time for a little spring cleaning, and it’s a great time to clean up your finances also. Below are five easy steps to cleaning your financial house this spring: Step […]

1st Quarter 2014

Closing Out 4Q 2013 Economic Activity Economic data was not the highlight of the quarter as many areas of CHIME saw more poor numbers than positive ones. – Confidence saw little movement from the major indicators this quarter, while the weekly indicator showed a bit more volatility. The Good: Conference Boards’ consumer sentiment reading (up 3.7%) The […]

A Draw

I’ve never fought in a boxing match, but I would have to assume that they are quite brutal. These fighters train for months at a time in order to take center stage for about 30 minutes and beat each other up. What would seemingly be very frustrating would be when the fight ends in a draw. […]

AJC Article: How Money Works on Wall Street

Creating an effective investment strategy can seem like a daunting task.  Stocks, bonds, commodities, currencies, US, international, futures, derivatives, long, short, margin, hedge funds, private equity, options, calls, puts, Monticarlo simulations, algorithms, econometric regression…It’s enough to make your head spin, or worse, induce paralysis. But there is one proven and simple way to build towards […]

AJC Article: Want to make $7,000 per month? Get an internship…

What do summer internships pay these days?   Nothing?  Minimum wage?  Ten bucks an hour?  Try  $7,000 per month.  You didn’t read that wrong. Palantir, a Palo Alto tech firm pays its summer interns $7,000 a month.   While that’s unusual, it’s not unique. A recent survey by the jobs website Glassdoor.com, found seven companies […]

March Madness and Your Money

If you’re a sports fan, you’ve probably been following the March Madness tournaments pretty closely and experienced the ups and downs along with the wins and the upsets as each game has been played out. Before each game you were probably rooting for a particular set of teams and feeling uncertain or downright anxious about […]

AJC Article: Diversify and Conquer

The just concluded first quarter of 2014 was a lot like a roller coaster.  There were highs, lows and a scary drop, but in the end it was a pretty good ride. At one point, the Dow Jones lost more than 7 percent before recovering most of that loss by the end of the quarter. […]

Uncertainty

March Madness is a great event for any sports fan. Thursday and Friday are filled with games throughout the entire day. Fans fill in their brackets with the mentality that this year’s bracket is going to be much better than the previous year. Then the games begin and the upsets start rolling in. We see 14 seeds […]

AJC Article: March Marketing Madness

Did you enter that $1 Billion Bracket Contest sponsored by Warren Buffett and Quicken Loan?  Who knocked you out of contention, Mercer or Dayton?  Oh, well, by the time you read this, every entrant will have been eliminated.   But it was fun, wasn’t it?  This much-buzzed-about-event also offers a great lesson for investors and […]

101 Trips to Take in Retirement: A Guide to Exploring More, Your Way

Discover destinations worth every mile. You’ve earned the time. Now make the most of it.

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