In The MoneyA look at financial planning, investment management, and options strategies.
Insurance is designed to protect assets in case something bad happens, but you must have the policy in place before the trouble starts or else the policy is worthless. The same rule applies to investing. A strategy to protect your investments in a bear market only...read more
In another exciting week of market action, we saw the S&P500 index ($SPX) hit new all-time highs by adding another 1.45% to its already impressive gains for the year. While it is nice to see the rally led by energy and technology there is a bit more that we need...read more
It was a shortened week for the markets, with only 3 1/2 days of trading. Even though the S&P500 finished the week down only 6 points, both the trading and release of market driving data occurred in a relatively frenetic pace. After a calm first half of the week,...read more
In statistics class, everyone learns about the bell curve and normal distributions. Understanding the concept of standard deviation is essential when using the bell curve. According to Investopedia, standard deviation is “a measure that is used to quantify the amount...read more
Friday's market close represents the end of the first half of 2017, and believe or not, it also means that we are now 75% of the way through the current decade. Despite the S&P500 only being down 20 points, or 0.8%, we saw some very significant events during the...read more
If you were planning a vacation to Dallas, Texas, you might hire a travel agent to give you tips that will help you pack appropriately. The agent might tell you that the average annual temperature in Dallas is 64 degrees. Guess what? It’s almost never 64 degrees in...read more
At the close of trading on Friday, 06/23/2017, the S&P500 ($SPX), which at this point in time actually represents 505 of the largest companies in the US, settled at a value of 2,438 or at roughly the same value that it was in the beginning of June (2,415). This...read more
A recent study by the New York Fed indicates that roughly 1 in 3 people wouldn’t be able to cover a $2,000 emergency expense in the next month if it were needed. It’s an interesting household statistic that the Fed started tracking in 2015, but it doesn’t quite tell...read more
The most important thing you should know about Health Savings Accounts is that you should never write an article about them in a Microsoft Office product. It will continually change H-S- A to H-A- S and you will spend the greater part of your day cursing Bill Gates...read more
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