SITREP SITREP: n. a report on the current situation; a military abbreviation; from “situation report” Summary of Markets In the Secular (years to decades) timeframe, whether we are in a new Secular Bull or still in the Secular Bear, the long-term valuation of the market is simply too high to sustain rip-roaring multi-year returns. […]
Late in the cycle of the housing boom in 2007 that helped produce the stock market bubble, analysts and hedge fund managers at prescient firms such as Scion Capital and FrontPoint Partners became aware of a strange new phenomenon in home mortgages that were being “securitized” into mortgage-backed securities (MBS). What they found was that […]
SITREP (Week ending May 12, 2017) SITREP: n. a report on the current situation; a military abbreviation; from “situation report”. Summary of Current Market Trends In the Secular (years to decades) timeframe, whether we are in a new Secular Bull or still in the Secular Bear, the long-term valuation of the market is simply […]
This past weekend as I was reading over my reviews on the stock market I ran across a research note I think you will find interesting on the market producing more gains. This comes from RBC Global Asset Management. They found that when the LEI index (simple measurement of Leading Economic Indicators) was RISING month-to-month AND […]
At some point in life, we encounter times when we need to buckle down and get busy organizing finances. Whether it be paperwork, investment accounts or due to a life altering event such as; loss of spouse or divorce. Either way, financial implications cause us to make every effort to take back control. Here is […]
There’s still time to make a regular IRA contribution for 2015! You have until your tax return due date (not including extensions) to contribute up to $5,500 for 2015 ($6,500 if you were age 50 by December 31, 2015). For most taxpayers, the contribution deadline for 2015 is April 18, 2016 (April 19, 2016, if […]
Question: Which of these can you relate to in your own life when working with your finances?
“Open to Hope Radio Show – Finances After Loss”
by Open to Hope
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Do you ever wonder why some people seem to do well with money, while others do not? Money is a primary factor in each of our lives. Are you at peace with where you’re at? You may be surprised to learn that the difference between these two types of people has a lot to do […]
People always ask me how long they should keep their tax returns? So, is the 7 year rule of thumb fact or fiction? What about those quarterly and annual statements you get about your investment accounts? And how long to keep bank statements before throwing them away? One year? Three years? Seven years? You […]