Why investing internationally is still a good idea

If you’re like many U.S. investors, you may wonder why you would invest in international stocks. Overseas markets just seem riskier, especially when we read news about an on-again off-again Brexit, terrorist attacks in the UK, saber-rattling in the Korean Peninsula, and continued conflict in Syria. No greater financial sage than Warren Buffett, CEO of […]

Four Steps If You’re Feeling Nervous About the Markets

With Dow recently crossing 20,000, the general mood among many investors is not euphoric but cautious.  The uncertainty that some see in the new Trump Administration has extended to fear about its impact on world financial markets. The argument goes like this.  We are in the midst of an eight year bull market for US […]

Four Reasons to Ignore Dow 20,000

At the end of last year, it seemed almost every day the Dow set a new all-time record.  The Dow is likely to reach the 20,000 threshold in the weeks to come (if it hasn’t happened already).  But is this important and what does it portend for your financial future? The Dow, short for the […]

With Trump Elected, Have Your Finances Changed?

Most Boulder County residents, who voted for Clinton by more than a 3 to 1 margin, faced an unpleasant shock in last week’s presidential election.  Moreover, the outcome was unexpected as almost all polls showed Trump firmly in second place on the eve of the election. As the results of the election became clear, world […]

How to Handle Market Volatility

Volatility is something that until last fall has been largely absent from the financial markets in the past few years.  From 2009 until 2015, the S&P 500 index of the largest publicly traded companies in the US did not suffer a negative year on a total return basis.  More recently, we went through a period […]

Fast Access to Your Money

There are times you need quick access to a significant amount of money. Your finances may be strong overall but your assets may not be easily reached. There are many balance sheet millionaires who would find it challenging to come up with $50,000 cash on short notice. It could be that most of your funds […]

Key Moves After a Quarter to Forget

The third quarter was the poorest one in years for many stock asset classes. We’ll take a look at market performance and a strategy to consider if some of your investments have declined, as they likely have, in your taxable account. It’s been a while since we’ve considered our Laid Back Portfolio. Laid Back is […]