Updates on the economy, investment markets, and stock market today.
This week the Trustees of the Social Security & Medicare Trust funds released their annual report. They reported under current law Medicare will be insolvent by 2026 and Social Security by 2035. That's in 7 & 16 years respectively. (Blog)
I was quoted in two articles this week. On Sunday, the New York Times published "When Gambling Seems Like a Good Investment". The article discussed ways financial advisors deal with aggressive clients. It gave me the opportunity to highlight our behavioral approach. In this case, I discussed how we allow clients to section off small portions of their portfolios to chase more aggressive returns. (Blog)
The last few months I've periodically pointed out some stress points that all investors should be wary of as the economic expansion and bull market approaches record length. While the Federal Reserve capitulated to the constant pressure from the president and Wall Street's panic in the 4th quarter, complacency among investors is creeping back into stock and bond prices.
MOST POPULAR ADVISOR MARKET BLOGS FOR ADVISORS
As we enter either the final stages of the bull market or go through the early stages of the bear market (nobody will know until they have the benefit of hindsight WHEN the bear market began) we are witnessing in client and advisor meetings something that always occurs -- confusion/angst over what is happening with the market and their investments. (Blog)
Depending on how the last part of December plays out, we could be bombarded with doomsday headlines. Already I've seen articles talking about the "worst start to December since the Great Depression" from both CNBC and CNN. The market losses are showing up on local news stations and in local papers. (Blog)
In college, my peers voted me "most likely to appear on CNBC". Even back then I enjoyed talking about the markets and attempting to educate anyone who would listen about how the markets work (or don't work). Some of my fondest memories occurred after class or during a professor's office hours where we would debate academic theory versus real world experience. (Blog)
SEM applies a Behavioral Approach to Investing. Our total portfolio approach is designed to overcome the most common behavioral biases. To understand the importance of this we need to first understand the biases. About two years ago I posted a video clip from one of our client seminars where I discussed some of these. (Blog)
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