Enhance Today | Enrich Tomorrow
“We are about to enter the greatest bull market in 85 years.” CNBC 6/8/14 “Bull Has Legs to Run Another 10 Years.” Bloomberg 6/23/14 Anyone remember the book Dow 36,000 published in 1999 shortly before the dot-com bubble burst? Fifteen…
We realize how quickly the world is changing, and with the lightning fast technologically-driven world in which we live, we understand the desire to have information in a quicker, more relevant way. In response to this, we want to describe…
As the economy improves and the Federal Reserve (“Fed”) ends its quantitative easing program in October the next question for investors is when will the Fed raise rates? Which Factors Are Most Important to Raise Interest Rates? The Fed will…
Residential solar panel installations have grown dramatically over the last several years. Where sunshine is plentiful, investing in solar panels is likely to produce at least a modest return on the investment. In other places, some homeowners choose to have…
In our recent mailing about the CAPE formula, we discussed how we use this valuation measure in our investment outlook strategy. The graph below (Graph 1) demonstrates that when an asset class is undervalued there are high correlations with stronger…
The Federal Reserve (“Fed”) recently announced in its January 2014 meeting that it will continue to reduce (aka taper) its bond buying from $75 billion to $65 billion per month in 2014. The Fed has seven remaining meetings in 2014…
As we did last year, Financial Symmetry has covered several current events on our blog throughout 2013, and here are what we think the Top 10 Economic Stories of the Year have been:
Older workers who are using target-date funds as the primary vehicle for saving in their 401ks are facing a difficult reality. An article in Bloomberg’s Businessweek, titled Target-Date Funds’ Risky Balancing Act, discusses the problem that the current low interest…
Do you ever ask yourself, “At what age can I retire?” Or, “Am I saving enough to help pay for my child’s college education or buy a new home?” These are financial goals and the best way to answer these…
Warran Buffett once said, “the investor of today does not profit from yesterday’s growth.” This is never more evident than with individual investor performance in mutual funds. Morningstar, the mutual fund research company, annually calculates the difference between mutual fund…
