by Charlie Dear | Apr 6, 2016 | BLOG
Saving and Budgeting It is retirement funding season, and a good time to examine our savings habits and methodologies. There is no question that the average saver is struggling to put aside the amount of capital necessary to provide for a comfortable retirement, and...
by Charlie Dear | Feb 19, 2016 | BLOG
Volatility is back. As investors, we need to learn from the mistakes of the past and manage volatility with discipline and an eye for opportunity. The stock market offers liquid and easy participation in entrepreneurship and innovation. However, as Brian Portnoy,...
by Charlie Dear | Sep 9, 2015 | BLOG
How Can We Benefit from Lower Oil? The price of oil has been falling since the summer of 2014, but for a brief rally in the first quarter of 2015. This last dramatic leg down, beginning in May, is considered one of the catalysts for the current stock market...
by Charlie Dear | Aug 5, 2015 | BLOG
? U.S. growth stocks had more room to move higher, now they are grossly overvalued.? Rising interest rates was the greater risk, now they have fallen all the way back.? International equity returns were trouncing the U.S., now foreign stock markets are to be avoided.?...
by Charlie Dear | Jul 23, 2015 | BLOG
Senator Will Roth of Delaware gave us a true gift; the ability to save in a vehicle that allows for tax-free distributions at retirement. The Roth IRA was introduced in the Tax Payer Relief Act of 1997 to great success. The Roth 401(k) was introduced in 2006, and over...
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