Stocks

Bargains Amid Downturns

Periodic dips in the stock market grab investors’ attention and fuel anxiety. Here’s why long-term investors should not worry, and instead see opportunity. Market downturns are times to buy good bargain stocks.

Think back to early March 2009, the low point after the crash. America was on sale. If you bought stocks then, when they were cheap, you more than doubled your money as of now.

Winning by Losing Less

To reach your financial goals, you don’t have to outperform every benchmark every year. For long-term investors, avoiding and mitigating losses is a key factor in achieving ultimate success in your portfolio.

Is a Market Bubble in Sight?

In a bubble, investors believe assets’ value can move in only one direction. They’re usually right – just not about which direction. Long-running gains in U.S. stocks, despite sharp daily dips over this summer, inspire some market watchers to use the B-word again.

Is the equity market in or approaching a bubble?

The Economy and Inventories

The economy has had a rollicking time this year, going from negative in the winter to positive in the spring. Why? Corporate monkeying with inventory levels is a big reason. But the large impact of this manipulation does not inspire confidence in the strength of the recovery.

Surprises abound lately. After more than five years of mediocre economic growth and a first quarter of “negative growth,” the economy grew at a rate of 4% in 2014’s second quarter.

Economic Expansion Till 2016

Given current trends, with an eye toward historical patterns, the economy likely will keep growing into 2016 – and the stock market with it. After that, look for much less robust results. Why? For one thing, the tailwinds of loose monetary policy will no longer be at our back.

Women’s Plans: High Stakes

If you’re a single woman, your financial planning needs exceed those of the average couple or single man. Why? You will live longer than the average man but typically with less money (aka longevity risk).  What can you do to protect yourself?

Women on average are more receptive to professional financial advice than are men – a positive, since professional guidance from an objective planner can brighten financial prospects immeasurably.

Bullish: Stocks’ Jagged Rise

The second quarter of 2014 is in the books, and goes down as another positive period for the U.S.

Getting the Most From a 401(k)

The 401(k) retirement plan, which your employer sponsors, is now ubiquitous in U.S. workplaces, with 51 million people signed up. But too few investors understand these vehicles. Here is an owners’ manual, vital for your financial well-being.

Workers’ Stock = Your Exit?

Every owner looks for the best way to retire from a beloved business. One employee incentive may be your best answer: employee stock ownership plans (ESOPs).

These qualified retirement plans must invest primarily in the stock of the sponsoring employer. If you master its intricacies, an ESOP might be a good decision for you and your employees.

Elements to consider:

Finding Long-Term Stocks

A constant mantra in the investment world is that it pays to own good stocks for the long term. The question is: How do you find these long-term winners? This is very difficult, as the most recent quarter illustrates. Let’s examine the field.

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