The Long and Short of it, I Tell Ya

Posted on August 8, 2007

With the stock market in the midst of a long overdue dip, I have shifted gears in my growth portfolios (Factor 92, Primary Trend, Socially Screened and Global All Star), moving from fully invested to a much more defensive posture that includes both long and short investments. If you have followed my newsletter for a while you might remember the recent description of hedging with “shorts”

————————— read more —————————

Posted in Money Matters Newsletter advantages, affectionately, calculated, conditions, consultations, correction, description, dramatically, environment, experienced, increasing, indicators, initiation, investment, investments, management, newsletter, opportunity, portfolios, positioned, preserving, regardless, sensitivity, significant, technology

Exploding the Wall Street Myths

Posted on February 22, 2007

Exploding the Wall Street Myths Wall Street must have a propaganda machine to generate so many great investment myths. Like most myths, many begin with a kernel of truth, but end up inferring much that may not be true. Shrewd operators (like many financial institutions) often take these myths and use them for their own ends. The inducements are familiar—potential tax savings, greater returns, less effort

————————— read more —————————

Posted in Money Matters Newsletter affiliated, allocation, attribution, consideration, disappointed, diversification, establishing, exemplified, experienced, experiences, furthermore, generational, hepburncapital, hold–period, illustrative, individuals, inducements, institutions, investments, morningstar, performance, possibility, representative, significant, specializes

Upcoming College Courses

Posted on January 11, 2007

Basic Investing for Retirement Begins Feb 8th at Yavapai College. (Tuition $45) Four 2-hour classes designed for investors who want to become more confident about their financial decisions. Call 928-778-4000 or click the link below for details. http://mcsv.net/cgi-bin/redir?MCid=JSwmHQsMsaITsbJYF0a0 Socially Conscious Investing Feb 7th. A 2-hour class offered through YC’s OLLI program. ($20 OLLI members, $55 non-members) Using social screens for your investments can enable you to

————————— read more —————————

Posted in Money Matters Newsletter accounts, advanced, analysis, apologize, associated, beginning, completion, confident, conscious, decision, decisions, designed, experienced, financial, important, inconvenience, investing, investment, investments, investor, investor's, requested, retirement, schedule, technical

August 2004: New Portfolios

Posted on December 23, 2005

Bond Protection Portfolios Most bond investors know that rising interest rates can cause huge losses in bond portfolios, regardless of whether we are talking individual bonds or bond funds. With bond prices still trying to recover from shocking declines last summer and this spring, our new Bond Protection portfolio, first offered in May, is attracting interest from high-net-worth investors. In this strategy we will apply hedging

————————— read more —————————

Posted in Money Matters Newsletter allocation, alternative, appointment, appropriate, attribution, calculations, challengers, constitutes, devastating, disadvantages, educational, environment, experienced, information, investments, participate, participates, performance, professional, progressive, solicitation, specializes, substantially, underwriters

Which Investments are Best for Your IRA?

Posted on August 15, 2005

August 2005 Which Investments are Best for Your IRA? The latest tax law change has reduced the long-term capital gains tax and the tax on qualifying dividends to 15%. However, interest income, nonqualified dividends, and short-term capital gains will still be considered ordinary income and therefore taxed as high as 35%. In light of these changes, you may want to reevaluate which of your investments should

————————— read more —————————

Posted in Money Matters Newsletter additional, appointment, championship, complicated, consolidate, construction, contribute, contribution, discussion, eliminating, experienced, forecasters, forecasting, investments, necessarily, performance, practitioner, presidential, recommendation, reliability, representatives, specializes, stockmarket, traditional, unnecessary