Have you ever been cruising along on a plane when suddenly you experienced white-knuckle turbulence? Investors may have felt this way since the market started to feel like a flight through a funnel cloud in late July.
Since then, pundits have been hammering home to experts the one question that’s on everybody’s mind: is [...]
I recently completed Q2 2011 performance reviews with my clients. While strategies shouldn’t change drastically from quarter to quarter, it’s important to continuously check in to ensure that investments are still aligned with each client’s overall strategy. It’s synonymous to having an annual physical or a 2x year dental checkup.
Reviews are particularly important [...]
Trulia completed their Q2 2011 Rent vs. Buy analysis across 50 of the largest US cities by population, and if you live in NYC the answer appears to be…well, take a look below:
Read the complete study here.
You may also be interested in:
Retiree Portfolio Checklist
Q2 2011′s Rent vs. Buy Decision
Is Your Advisor a Trader or Investor?
The [...]
Recently, I went to lunch with a colleague and friend who is also a hedge fund manager and well known in the hedge fund community. He was noticeably more irritable than when I last saw him, coincidentally when the Dow appeared to be approaching 11,500 around the start of summer.
I asked him why the [...]
The “self-directed 401K buzz” is building once again. This time, in response to a dismal market and high 401K fees.
Traditionally, 401K’s offer a limited selection of mutual funds and other investments and not the total universe of available investments in various markets. This is done in order to contain administrative expenses as well [...]
Given the state of the economy and the threat of Medicare and Social Security cuts, “retirement” has unfortunately become the new dreaded dirty word in households.
While plans to cut expenses are being discussed far earlier than retirement in today’s world, the expense-cutting is permanent within the context of a retirement discussion.
One area in which to [...]
ETFs are often considered the Jazz song of investments. Everyone says that they like them, but the masses don’t yet feel comfortable enough to with them to partake in them regularly.
The benefits of ETFs are widely known: 12b-1 fees and management fees are generally not charged to investors, and typically investors deal with fewer capital [...]
I would venture to say that many venture capitalists actually enjoy being bootstrapped. But a popular BusinessWeek article discusses the contrary.
Today’s startups can build critical infrastructure with less capital than before with the advent of other startup technologies including Twitter and WordPress. And yes, Facebook.
In my own personal experience of launching Price Capital, [...]
One of the best things about Twitter is being able to connect with individuals in other countries. Yet despite Twitter and other social media platforms connecting us in unprecidented ways, some say the world isn’t getting as small as we would believe.
It was natural for localization (as opposed to globalization) to occur when economies [...]
Given how each president more often than not tweaks the country’s tax rules as well of other related policies after entering the White House, it’s a good idea to revisit certain techniques in order to reconfirm their effectiveness in a new policy environment. One set of techniques centers around wealth transfer.
A common question that [...]
© 2012 The Wall Street Geek. All Rights Reserved. Log in
