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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Posted in Money Matters Newsletter audiences, channel, commercial, complex, diamond, driving, fascinating, feedback, financial, halfway, important, including, information, january, miniature, pasadena, patterns, performed, pinwheel, pleasing, precision, prescott, schedule, southwest, tournament

Never Leave the Game in the 8th

Posted on July 14, 2006

Greetings, Welcome to this month’s issue of Financial Market Update. In this issue, I’ll tell why this is one of the greatest times to be invested. I will also talk about the bond market’s conflicting signals, and what that might mean for you. Also, more in our recent series of articles about the real estate market, that has been helpful to so many of you. Never

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Posted in Money Matters Newsletter aggressive, appreciation, approaching, conflicting, connections, discouraged, everything, forecasting, illiquidity, information, investment, investments, lackluster, management, misinformation, mospagebreak, opportunities, opportunity, performance, perspective, presidential, respectability, speculating, speculators, uncomfortable

The Pension Muddle: 9/04

Posted on December 23, 2005

The Pension Muddle Sometimes knowing what is going to happen (or thinking you do) is like getting the booby prize. It’s just not fun. Back in 1998 and 1999 we participated in Y2K information meetings, where the audience could ask questions of the police chief, power company, etc. My part was to address the economic and financial impacts of what was unfolding. Back then, I knew

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Posted in Money Matters Newsletter Adapt to Changing Markets, annuities, buy gold, debt, deflation, economic, financial, global, gold, information, Insurance Company Watch, Insurance Forum, investment, markets, Mike Glasior, money, pension, Pension Muddle, pensions, Prescott Daily Courier, questions, S&P, S&P 500 index, Security, strategies, watchdog, Y2K

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

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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

The Great Tug of War: Inflation?

Posted on December 23, 2005

The Great Tug of War Since interest rates began to rise in February, everyone, at least everyone who follows the markets, thinks that inflation is the next big thing. It may be. But, hey, I’m a contrarian. When I notice “everyone” doing the same thing it makes me think that something else is likely to happen. Last month I wrote about both deflation and inflation, and

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Posted in Money Matters Newsletter accelerate, alternated, appropriate, attribution, collectibles, conditions, constitutes, deflationary, effectively, environment, fortunately, governments, importantly, inflationary, information, investments, objectionable, politicians, professional, responsible, solicitation, specializes, successfully, traditional