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daze

Managing Market Volatility: Seeking a Little Stock Market Advice Right Now?

by on 1:42 pm in Individual Investors

We are all aware of the volatility in the markets. From July 22 to August 11, 2011, the S&P 500 was down as much as 18% intraday and closed down almost 13%, in that time period. The market news has focused on U.S. government debt and the unfolding financial crisis in Europe.  In such newsworthy times, it’s [...]

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nydn

NY Daily News Video: Interview with Bradford Pine

by on 4:41 pm in Interview

. Yesterday, 8/8/11, the NY Daily News asked if I would be willing to discuss these uncertain times in the market. I was asked to share my opinions and outlook regarding:  . S&P Downgrade of US Debt Europe’s Economic Conditions What Investment Actions am I taking with My Clients? Is Gold a Worthy Investment? US [...]

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Budget

The Budget Control Act of 2011: Agreement Reached Over Stalemate on the Nation’s Debt Ceiling

by on 4:20 pm in The U.S. Debt Limit

The Budget Control Act of 2011: Agreement Reached Over Stalemate on the Nation’s Debt Ceiling After a last-minute agreement finally brought the stalemate over the nation’s debt ceiling to a close, President Obama signed the Budget Control Act of 2011 into law on August 2, 2011, enabling the U.S. Treasury to avoid defaulting on existing [...]

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Baby Boy Reading the Newspaper

Introducing Your Kids to Investing: Lessons that Last Children a Lifetime

by on 11:57 am in Youth Investing

Teaching your children about money and investing is one of the best ways to help them prepare for a solid financial future. Parents don’t always know how to communicate with their kids about investing, so it can be difficult to find the best way to educate them. In this article I’ll share a few pointers about introducing [...]

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14 trillion

The U.S. Debt Limit – Questions and Answers

by on 8:49 am in The U.S. Debt Limit

  The U.S. Debt Limit: Questions and Answers… Because discussions in Washington are evolving day by day, this article focuses on the background and importance of the debt ceiling rather than attempting to discuss the ramifications of your portfolio. As August 2 approaches, you’ll likely hear increasingly urgent debate over the nation’s debt ceiling. That’s the [...]

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Risk

Using Alternative Investments to Minimize Left Tail Risk / Black Swan Event

by on 4:31 pm in Individual Investors

In June of this year I had the pleasure of attending an investment conference, where such illustrious speakers as former President George W. Bush, former British Prime Minister Gordon Brown, and Bill Bellichick, Head Coach of the New England Patriots, shared their worldviews. Financial professionals from across the industry also shared their views and ideas, [...]

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Powerful steps

Powerful Steps for Any Investor: From IRA Rollovers to Financial Planning

by on 6:20 pm in Individual Investors

Congratulations! By reading this article you’re taking an important step in your financial life, one that your future self will probably thank you for in twenty years. In helping clients, I’ve found that there are many unique issues that people face every day, but there are also a lot of situations that apply to most [...]

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Sale bags

Making Sense of Your Spending is a Key Part to Financial Peace

by on 8:07 am in Knowing Your Spending Habits

Think of how much you earn, whether it be from a salary, IRA distributions, or another source. Have a number? Great. Now, think of how much you spend.  It’s a lot harder, isn’t it? Most people can easily tell you their earnings but draw a blank on their total expenditures.  This can be problematic when [...]

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Red Question

What Are All These Fees? Knowing Your Asset Management and Mutual Fund Fees

by on 1:00 pm in Asset Management and Mutual Fund Fees

When it comes to managing their investments, many people are simply unaware of what they’re paying. We are often tempted to turn a blind eye to fees, especially when feeling uncertain about how things work or even the questions we should be asking. Thus, in this article, I’d like to explain some of the commonly [...]

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IRA Contribution1

There’s Still Time to Contribute to an IRA for 2010

by on 2:51 pm in Retirement Planning

 There’s still time to make a regular IRA contribution for 2010! You have until your tax return due date (not including extensions) to contribute up to $5,000 for 2010 ($6,000 if you were age 50 by December 31, 2010). Normally, your tax return must be filed by April 15. However, the IRS has extended [...]

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