Or is it? So many times I'll meet a new client and they will tell me, "Even though my retirement account at work is totally diversified, I still lost money. Why?" Was it REALLY diversified? In this video, I show you how there is so much over-lap among large cap mutual...
Is the Morgan Stanley Emerging Markets Index Fund (symbol MGEMX) available in your retirement plan at work? MGEMX may be available in your deferred compensation plan or your 401k plan. In the many retirement plans I have reviewed, this Morgan Stanley Emerging Markets...
Weekly Commentary for January 25, 2011 The entire "financial plan" for states and other municipalities rides on their power to tax, and the ability of these municipalities to raise money (borrow) by issuing bonds. This is where a financial advisor might come in handy....
Weekly Commentary for February 15, 2011 ***** ***** ***** Each week, John Dorfman (syndicated columnist from Bloomberg.com and chairman of Thunderstorm Capital in Boston) publishes a weekly column. If you live in central NJ, his column is carried each week on Sunday...
Weekly Commentary for March 1, 2011 Mary Meeker, former Morgan Stanley analyst (now a partner of venture capital firm Kleiner Perkins), published a terrific report on "USA Inc." ...looking at the United States as if it were a public company. This is some useful...
Everything written by the financial media has an agenda behind it. And it often ends up with money coming out of your pocket. Don't ever forget that. As a reminder, you can find our weekly podcasts on iTunes. Simply head over to the iTunes Store and type in...
Weekly Commentary March 15, 2011 Before today (March 15), the stock market is up roughly 4% for the year (since January 1st). Since the market peak (short term) on February 17th, the market is down 4%. But it *feels* much worse than it actually is. Now, all we read in...
Weekly Commentary for April 5, 2011 So, UConn wins the big game by shutting down Butler. Butler makes only 18.8% of their shots (a pitiful number), and UConn plays big-time defense. Since the recent stock market peak on February 17th, the short term indicators...
Weekly Commentary for April 19, 2011 OK, not quite Paul Revere's Ride, but still, you need to know: the bio-techs are coming. Part of what we do is observe which sectors are on the move ...both UP and DOWN. It's important to be aware of how sectors of the market can...
Weekly Commentary for April 26, 2011 I was in high school in 1978 when the Kinks wrote "A Gallon of Gas" which was a pretty clever tune. After all, a gallon of gas in 1978 had just gone from .45 to $1.00 a gallon. Four weeks ago, a lot of folks were warning "if oil...
