Archives for February 2011

As the markets reopened after a long weekend, it wasn't a real surprise to see downward pressure especially with the headlines coming in from Libya and Egypt. I don't think it wise to assume that Tuesday's market decline was due to a fear of rising oil prices. Some of it may have been. But, it is reasonable to think that since the Dow Jones Industrial Average was approaching a 52-week high, it was time to take some profit off the table and … [Read more...]

The following was printed in the February 18th, 2011 edition of the Phoenix Business Journal: Choosing a financial advisor is a tough investment decision. And like any investment, it takes research. The Colorado-based nonprofit National Association of Board Certified Advisory Practices did some of the legwork for you. This past fall, NABCAP invited thousands of financial advisers throughout the region to participate in a benchmarking process. … [Read more...]

Hi Everyone, I have a couple of hours before kickoff to get this week's blog/newsletter done. Just so you know, I froze my butt off at every Packer  homegame from 1986-1990 and don't recall ever leaving Lambeau Field happy. But I guess they're still in my heart. Sophia says the Steelers are "mean". We will be happy for whomever wins today but I sure hope my potroast is met with a fun game to watch. I Hope You Ate Well: What is simple often … [Read more...]

I will begin by simply wishing the people of Egypt a fast and sound solution to their present challenges. Geopolitics impact markets and we saw that Friday. Investors sold many discretionary and technology holdings to retreat to the perceived safety of consumer staples and cash. Energy and commodities rallied as Middle East concerns brought the usual spike in oil prices. I made no changes to the portfolios I manage. Although the aforementioned … [Read more...]