Archives for May 2013

Hi Everyone, I hope you had a great Memorial Day. As we move through the summer months, I'll share some updates on various investment sectors and strategies that should get us through what can sometimes be a difficult time of year. ~Susan LPL Financial's View The Health Care Sector The sector has benefited from policy clarity, expected higher demand from universal health insurance coverage, and an increased pace of innovation … [Read more...]

Hi Everyone, Measures of economic conditions are often based on 13-week cycles. LPL Financial calls it the Current Conditions Index. If you want the full report, email me. Here are the three things I found most interesting about the latest 13-week analysis. ~Susan VIX Index The VIX Index is the measure of volatility that is implied in the prices of options of the S&P 500. It is a market-based estimate of future volatility. … [Read more...]

Hi Everyone, Once a year, I try to remind investors of the importance of fresh water and how the increasing demand for it is worth understanding. Here is some data for 2013. ~Susan Demand for Water "According to the UN, global water demand will be pushed 40% beyond accessible, reliable supplies by 2030 unless significant headway is made toward resolving the global water crisis." ~Allianz Global Investors Companies that provide … [Read more...]

Hi Everyone, Foreign Affairs magazine has been a favorite for years and I hope the following encourages you to read the May/June 2013 issue. This edition is full of worthwhile essays including Michael Levi's America's Energy Opportunity. Happy reading, Susan Energy in America The energy sector hasn't always been kind to investors and many analysts are wondering if energy's time is finally here. Whether it is or not, the current … [Read more...]

Hi Everyone, Summer approaches and it's time to remind you of a few things that will make the heat more tolerable and keep your finances on track. Let's get it done so we can take a break. ~Susan Things To Do Over the past few weeks, I have written about the shift I have seen from those scared to lose principal to those worried about losing some nice gains. It's called profit taking and the appropriateness for you depends on a few … [Read more...]