Making Year End Adjustments to Your Investment Portfolio

December 19, 2008 by  
Filed under Investing

If you are an investor still contemplating whether to make adjustments to your asset allocations in your investment portfolio, you are running out of time.  We have only a few trading days left in 2008.  You may be looking to harvest some tax losses.  That shouldn’t be hard to do.  You could probably randomly throw a dart at a list of your stock and fund holdings and hit a loser. Read more


Recent News You Can Use on Municipal Bond Funds and Managed Equity Funds

November 8, 2008 by  
Filed under Investing

I am generally a fan of The Vanguard Group.  Vanguard offers a wide variety of index and exchange traded funds with low fund expenses.  Also, Vanguard publishes straightforward and easy to understand news about the economy that is helpful to investors. 

There were two tidbits of news this week from and about Vanguard that Mr. ToughMoneyLove found interesting. Read more


Hard Truth Week in Review – Ray of Market Sunshine Edition

October 18, 2008 by  
Filed under Blog, Investing

This past week demonstrated renewed volatility in the markets but they ended up so I am not complaining.  Now we need some positive indicators in the manufacturing sector so that investors have something to cheer about and to give them confidence.  In my opinion, the most of the recent market declines are due to emotion and fear and not fundamentals.  Folks, we need a little more optimism out there.  Let me handle the cynicism for you.  Read more


Consider Municipal Bond Funds for Your Fixed Income and Cash Investments

September 9, 2008 by  
Filed under Investing, Retirement Planning

Warning:  Municipal bonds can be boring. But, if you are looking to squeeze a little more yield out of your fixed income and cash-equivalent investments, keep reading.  But while you are reading, be sure you monitor all of the developments in the market that have occurred in 2008 and 2009. Read more