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...
by Charlie Dear | May 13, 2015 | BLOG
It’s a simple assertion, “keep your eye on the dot” – but which dot do I keep my eye on? Even with thirty-one years of focus on the financial markets, I feel that listening to the financial news these days is like watching an amateur magician hold a shiny object in...
by Charlie Dear | Apr 2, 2015 | BLOG
U.S. equities have generated profoundly better returns than their international counterparts over the last five years. The five year average annual return of the FTSE All World Ex-US Index, ending 02/28/2015, is 7.75%, versus 16.15% for the S&P...
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