Archives for June 2013

Hi Everyone, The volatility of the past several days provides an opportunity to work on your investment portfolio. Here are a few of the things I'll be busy doing. ~Susan Allocation and Correlation Portfolios vary in the complexity of their allocation. Some include a vast array of stocks and bonds and may not be closely correlated to indices like the Dow Jones … [Read more...]

Hi Everyone, Generally speaking, I believe rotation is beneficial. It certainly holds true with tires, houseplants and artwork. But does it work for your investment portfolio? Let's take a look. . . Susan Ready to Rotate? The Associated Press recently wrote the following about investing and sector rotation (as ran in AZ Republic 6/16). "Signs of a recovering economy are all around. … [Read more...]

Hi Everyone, Summer is a great time to review the parts of your investment plan that don't get as much attention. They are important too. ~Susan Beneficiaries Insurance policies, retirement plans, IRA's and annuity contracts usually have named beneficiaries. Time flies so take a look at your selections and let's see if they need updating. Things to consider: 1) Pros and cons of naming your Trust 2) Per Stirpes and … [Read more...]

Hi Everyone, Well, "sell in May and go away" didn't hold true. Even with Friday's decline, most held up well. It doesn't mean the summer will be easy or difficult. I'm not sure it means much at all. Let's look at a couple of things. ~Susan Margin Debt The New York Times Business section ran the following June 1, 2013. Written by Floyd Norris. "Margin debt in the United States --money borrowed against securities in … [Read more...]