Inflation Plus 5%: Still a Reasonable Goal?
Many US endowments and foundations plan to give 5% of assets annually, while seeking to preserve the inflation-adjusted value of their assets. That’s become a very challenging goal.
read moreIs Dollar-Cost Averaging a Good Way to Enter the Market?
The Wall Street Journal this week confirmed what investors feel in their gut: Stock market volatility is intense. Between September 21 and October 10, the Dow Jones Industrial Average moved more than 1% on 11 of 13 trading days, and five of those moves exceeded 2%, the Journal article said. This creates a dilemma if [...]
read moreAs the Fed Twists, Seize Opportunity to Transfer Wealth
It remains to be seen whether the Federal Reserve can stimulate the economy with its latest “twist” strategy for lowering interest rates, but today’s ultralow rates create one clear opportunity: if you have personal wealth that you intend to leave to family or charity, now is the best time in decades to initiate certain wealth-transfer [...]
read moreArchives by Month:
- December 2012 (16)
- December 2011 (12)
- November 2012 (8)
- November 2011 (14)
- October 2012 (20)
- October 2011 (17)
- September 2012 (10)
- August 2012 (17)
- July 2012 (15)
- June 2012 (16)
- May 2013 (2)
- May 2012 (13)
- April 2013 (10)
- April 2012 (8)
- March 2013 (23)
- March 2012 (12)
- February 2013 (19)
- February 2012 (10)
- January 2013 (20)
- January 2012 (11)