My Trade Secret

Posted on July 17, 2007

How much risk can you afford? Nine out of ten investors, when asked how much risk they are willing to take respond with one version or another of “as little as possible”. That is the way I think, and I’m guessing you think that way too. Let’s face it, losing money is unpleasant. This is why risk avoidance is my number 1 priority in managing

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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

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Local Group to be in the Tournament of Roses Parade

Posted on December 27, 2006

Best Wishes for A Happy New Year to All! We have had some feedback that, while the Financial Market Review is just fascinating, some people find that a weekly email is just too much. So, we are going to change our schedule to twice a month. I will send extra emails when there is important information that you need on a timely basis. Local

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Long Term Care

Posted on December 20, 2006

Do We HAVE to discuss this? Long term care, perhaps in a nursing home, is something we all would rather not think about too much. But is that wise? With the average cost of nursing home care approaching $75,000 per year, and round-the-clock home care exceeding that, these costs represent a major risk to many of us. There are two classes of folks who don’t need

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Not a Whole Lot of Inflation Going On

Posted on November 7, 2006

Not a Whole Lot of Inflation Going On I get a kick out of the media’s search for a reason for every movement in the stock market Knowing the numbers that are driving the markets like I do, sometimes I wonder what they have been smoking. Last Tuesday’s headline was typical: “Inflation Jitters Hit Stocks“ Most of you know me well enough to know I have

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