Portfolio Newsletter Year End Update 2013

As Christmas and New Year’s fast approach, for many people this is a time of reflection. For me it’s also a time to look forward as I set in motion the adjustments to the portfolios for the coming year. As I began my annual review process to determine which funds will be kept and which … 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

Employer retirement plans are ‘good investments’

The Kern Business Journal December 7, 2013 Once upon a time – actually, not that many years ago – employees accumulated their retirement savings by paying down on the mortgages of their homes, putting their money in savings accounts, buying bonds and life insurance, and working for companies with defined-benefit pension plans. Today, most retirement … Read more