Investing News And Commentary

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September 1, 2016

Health Savings Account: Your Most Powerful Account

In building your wealth as you head toward retirement, it is critical to do the big things right: save and invest systematically, don’t spend more than you make, don’t take too much risk with your investments, don’t take on too much debt, etc.

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August 17, 2016

Mid-Quarter Update: Markets Enjoying the Summer

When the British voted in June to leave the European Union after 43 years of membership, many investment strategists painted a gloomy picture for what lay in store for the markets during the summer and for the balance of 2016.  Some predicted the imminent demise of the EU and a global recession.  In recent weeks, however, the volume and intensity of such predictions from financial pundits has diminished.

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July 14, 2016

Markets Shrug Off Brexit

The second quarter was docile compared to the volatile first quarter of the year—that is until the surprising results of Britain’s EU membership referendum began to roll in on June 24th.  When Britons voted to leave the 28-member economic block to which they had belonged for 43 years, market volatility spiked, causing investors around the world a weekend of indigestion.  But as is usually the case with equity markets, fear-driven overreactions mostly right themselves after a short spell as soon as investors get used to the idea that going forward things will be a bit different.

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June 24, 2016

Brexit: An Economic 'Own Goal'?

My boys and I have been watching some good soccer lately, with both the Copa América and UEFA Euro 2016 in full swing.  In soccer, accidentally kicking the ball into your own goal is called, fittingly, an ‘own goal.’  It is almost always embarrassing and never helpful.

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April 15, 2016

Roller Coaster Quarter

Markets took investors on a roller-coaster ride to open the year, with the S&P 500 Index plunging 11% from January 1st toFebruary 11th before turning around to head steadily higher to finish the quarter narrowly in the green.  The handwringing early in the quarter centered around three issues. 

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