2015 Market Outlook – Recognize & Control Risk
If we define market risk as the uncertainty of future outcomes, we can also agree that risk can be defined as the possibility of loss, perhaps permanent loss. Recognizing risk begins with an understanding of value and knowing when an... Read More →
Reduce Risk – Mid-Year Market Outlook
As we approach the mid-year point in 2014, valuation concerns from two of the finest market observers have gone largely ignored. Indeed, economist Robert Shiller of Yale University and institutional money manager, Jeremy Grantham of GMO Inc. (two professionals with... Read More →
2013 Mid-Year Investment Outlook
The first half of 2013 has treated stock investors well, particularly those who have kept their money at home in domestic holdings. Indeed, U.S. stocks returned approximately 13 percent during the first half of the year while the rest of... Read More →
California Top 5 Stocks – 2013
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Date01 Jan 2013
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/CategoriesBonds, California Top 5, Dividends, Investing, Peninsula People Articles, Real Estate, Stock Picks
Last year at this time I was constructive on the market, despite many headwinds and the ongoing turmoil in Europe. Valuations and dividends were fairly attractive and they still are. Despite the volatility, the market ended 2012, having posted yet... Read More →
Will You Run Out of Money in Retirement?
Behind the façade of that beautiful multi-million dollar home on the Palos Verdes Peninsula the situation inside might not be so pretty. What I’m referring to is the financial health of the residents. During the past decade, if we extend... Read More →
Buy-and-Hold and Other Bad Ideas
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Date01 Oct 2011
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/CategoriesBear Market, Bonds, Dividends, Investing, Peninsula People Articles, Real Estate, Stock Picks, Volatility
The biggest mistake an investors can make today is without a doubt, selling stocks and buying bonds In 2005, I wrote an article for TheStreet.com titled “Protection Against a Housing Collapse.” I was a real estate bear probably for two... Read More →
Growth Without the Restless Nights
In the summer of 2004 I wrote a series of articles for TheSteet.com, the financial Web site co-founded by CNBC’s Jim Cramer. I had grown increasingly worried about the poor lending practices at the time and the fact that it... Read More →
Nowhere to Turn in this Rate-Hike Cycle
At the start of 2000 it became clear that the Federal Reserve was going to burst the stock market bubble by raising interest rates. Of course, the Fed would never say its intentions were to deflate an overheated stock market:... Read More →
What Would Robert Shiller Do Now?
I recently re-read an article I cut out of The Wall Street Journal on July 29, 2002, titled “Prescient Professor Favors Market-Timing.” The prescient professor referred to was Yale economist Robert Shiller. You’ve certainly heard of Prof. Shiller, and you... Read More →
Protection Against a Housing Collapse
I’ve been worried about the housing market for a couple of years. The enthusiasm, bidding wars, blind optimism and the simple fact that so many of my acquaintances think they’re so darn smart because their houses are appreciating, reminds me... Read More →