Category: Markets

Move Over Dave Ramsey

I respect Dave Ramsey. He has done a lot of good things helping people manage the debt monster. However, like many radio and TV personalities, he has to take some controversial positions to stir the pot. His position on life

Posted in financial plans, Insurance, Life Insurance, Markets, retirement

Is Your Retirement Savings Like Daylight Savings Time?

   In Daylight Savings Time you gain a phantom hour of daytime for a time only to lose it back again. Is this how your retirement savings account behaves?  Phantom gains giving way to losses which are often bigger than

Posted in Annuity, Indexed Annuity, Markets, retirement, Retirement Plans Tagged with: ,

August Economic Update

THE MONTH IN BRIEF July brought a new twist on an old story: headlines from Europe actually helped foster an overall stock market advance. The S&P 500 rose 1.26% on the month, and much of the gain was linked to

Posted in Commodities, Economics, Inflation, Market, Markets, Mortgage, Mortgage Rates, Real Estate, Stocks, Treasuries

July 2012 Economic Update

THE MONTH IN BRIEF: June was full of developments, some hardly expected. A pro-bailout party won a narrow majority in Greece’s special elections. An EU summit produced a plan to rescue troubled European lenders without adding to existing sovereign debt. Buoyed

Posted in Commodities, Economics, Inflation, Markets, Mortgage Rates, Real Estate, Stocks, Treasuries

June 2012 Monthly Update

THE MONTH IN BRIEF Things fell in May: stock and commodity prices, Treasury yields, mortgage rates, gas prices and the value of the euro. Investors worried about fragmentation of the eurozone, the possibility of default in Greece and bank woes

Posted in Commodities, Economics, Inflation, Markets, Mortgage Rates, Real Estate, Stocks, Treasuries

April 2012 Economic Update

THE MONTH IN BRIEF March brought gains and milestones. The NASDAQ ended the month above 3,000, which it hadn’t done in nearly 12 years. The Dow pulled off its sixth straight monthly advance, and the S&P 500 and Russell 2000

Posted in Commodities, Economics, Inflation, Interest Rates, Markets, Mortgage, Mortgage Rates, Real Estate, Stocks, Treasuries

March 2012 Economic Update

THE MONTH IN BRIEF Were soaring oil and gas prices threatening the recovery? Was a new European recession exerting a drag on the global economy? In February, these questions barely dented the prevalent optimism on Wall Street. The Dow gained

Posted in Commodities, Economics, Inflation, Interest Rates, Market, Markets, Mortgage, Mortgage Rates, Real Estate, Stocks, Treasuries

February 2012 Economic Update

THE MONTH IN BRIEF In recent stock market history, there have been many peaks and valleys. January 2012 represented a peak; it was the best January for U.S. stocks since 1997, with the S&P 500 rising 4.36%. It was also

Posted in Commodities, Economics, Inflation, Interest Rates, Market, Markets, Mortgage, Mortgage Rates, Real Estate, Stocks, Treasuries

January 2012 Economic Update

THE MONTH IN BRIEF The Dow advanced 1.43% and the S&P 500 rose 0.85% in December, but there was no major “Santa Claus” rally at the end of 2011. As a result, the Dow wound up +5.53% for the year

Posted in Commodities, Economics, Markets, Real Estate, Stocks, Treasuries

DECEMBER 2011 ECONOMIC UPDATE

THE MONTH IN BRIEF An astonishing rally during the last three days of November did much to improve what had been an anxious month for investors. The Dow ended up gaining 0.76% in November after jumping 4.24% on November 30

Posted in Commodities, Economics, Markets, Mortgage, Real Estate, Stocks, Treasuries
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