Portfolio Newsletter 1Q 2014

The first quarter held some interesting developments. Chief among them: A red hot U.S. stock market caught its breath. The Federal Reserve cut back on its bond purchase program. Interest rates declined. The crisis between Russia and Ukraine affected international investments. Emerging market funds bottomed out. Value stocks outperformed growth stocks. These developments demonstrate the … Read more

Investors must help manage their retirement funds

The Bakersfield Californian December 19, 2013 The good news is that American households have regained nearly all of the wealth lost during the Great Recession of 2008-2009. The Federal Reserve recently reported that total household net worth, which is assets minus liabilities, expanded for the eighth straight quarter. The lion’s share of the credit goes … Read more