Posts By: justin

1 Oct 2010 No Comments

Stat of the Day 10/1/2010

Some statistics regarding the recent performance of the S&P 500 Index (price only, ignoring dividends), as of 9/30/2010:   3rd Quarter 2010 return:                          10.7% 2010 Year-to-date return:                            2.3% 2010 High […]

27 Sep 2010 No Comments

A Consumers Guide to Financial Self-Defense

The link below is provided by the Certified Financial Planner Board of Standards. A Consumer’s Guide to Financial Self-Defense

23 Sep 2010 No Comments

Stat of the Day

Interesting Stat of the Day showing how the US economy has changed from a manufacturing economy (almost all of the top 10 employers in 1955 are related to the manufacturer […]

2 Sep 2010 No Comments

Quote of the Day

“Losers assemble in small groups and complain about the coaches and other players. Winners assemble as a team and find ways to win.” -Bob Stoops, University of Oklahoma Head Football […]

19 Aug 2010 No Comments

Jeremy Siegel and Jeremy Schwartz: The Great American Bond Bubble

A good article on bonds and the impact of rising interest rates but EXTREMELY misleading to compare the -80% decline in tech stocks to a “similar bubble” in bonds .  […]

18 Aug 2010 No Comments

Another Threat to Economy: Boomers Cutting Back

Another good Wall Street Journal Article written by Mark Whitehouse. “Another Threat to Economy: Boomers Cutting Back”. America’s baby boomers—those born between 1946 and 1964—face a problem that could weigh […]

11 Aug 2010 No Comments

Taleb Says Government Bonds to Collapse, Avoid Stocks

Bloomberg article written by: Renee Bonorchis and Miles Weiss, “Taleb Says Government Bonds to Collapse, Avoid Stocks”. Nassim Nicholas Taleb, who warned that unforeseen events can roil markets in “The […]

11 Aug 2010 No Comments

Fund Expenses More Important than Five-Star Status

New York Times article written by: Tara Seigal Bernard, “Fund Expenses More Important than Five-Star Status”. Educated investors know that past investment returns are not necessarily the best predictors of […]

9 Aug 2010 No Comments

IWM Partner Steve Fisher quoted in Wall Street Journal

The following link will take you to a Wall Street Journal article from Monday, August 2nd, in which Steve Fisher, a Partner at IWM, is quoted.  The article discusses retirement […]

6 Aug 2010 No Comments

Social Security Jitters? Better Prepare Now

The New York Times July 30th, 2010. Article written by Tara Seigel Bernard. With the nation’s debt swelling, the pressure on Washington to cut spending will only rise. Social Security […]