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Archive for the
‘Money’ Category

 2017 Second Quarter Report The U.S. stock market has more than tripled in value during the runup that started in March 2009, and the most recent quarter somehow managed to accelerate the upward trend. We have just experienced the third-best first half, in terms of U.S. market returns, of the 2000s. The Wilshire 5000 Total […]

What does it mean when your portfolio is up 10%? You receive portfolio performance reports every three months—a form of transparency that financial planning professionals introduced at a time when the typical brokerage statement was impossible to decipher. But it might surprise you to know that most professionals think there is actually little value to […]

Apr 20, 2017

Bob Veres

Money, Tax

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It’s tax time again, and as you look over your tax payments for calendar 2016, you’re undoubtedly wondering where those dollars are being spent. The Wall Street Journal recently published a chart which breaks down spending for every $100 of tax receipts—and concludes that the U.S. government is actually a very large insurance company that […]

Are we in the late stages of a bull market—that time when the market suddenly takes off like a rocket for no apparent reason? Over the last eight years, the S&P 500 index has returned more than 300% But the tail end of this run seems to have accelerated the trend. The first quarter of […]

Mar 22, 2017

Bob Veres

Money

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One of the strangest investment vehicles ever designed is something called the Bitcoin, which is at once an exciting new technology for managing online transactions and an alternative currency to national currencies like the dollar, yen and euro. Last week, people who owned bitcoins discovered that electronic “coins” worth $1,350 were suddenly worth just under […]

Apr 27, 2014

phil

Calculators, Money

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The calculator below is useful as a tool to better help you understand the impact of inflation over time and the effect it could have on your income, expenses, and savings. Please consult with your financial advisor and/or tax professional for more guidance on your individual circumstances:

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