What goes up…must come down…and up…and down
October of 2014 has been an interesting month so far, just in the first seven trading days. In seven days, the Dow Jones 30 industrials have moved (up and down) over 1,300 points. That is significant...
View ArticleWhy we are rebalancing now
Unless you’ve been on a beach without cell phone service (in which case, I envy you), the market is exhibiting a vast amount of volatility and uncertainty. In today’s world, we can find explanations...
View ArticleWhat We Think The Elections Are Telling Us
Well, the elections are over and we can now watch attorney ads instead of nasty political ads. In general, the election went as we predicted. The Republicans have taken the largest house majority since...
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Why We Don’t Chase Returns
This year, 2014, has been interesting so far. One major asset class, large US equities, is doing very well, compared to most other asset classes. That’s great if you own large US equities (and we...
View ArticleCongress in Action (err…Inaction)
In a new show of bipartisanship, the lame-duck Senate finally passed the ‘temporary’ one-year extension of a hodge-podge list of about 50 tax provisions that had expired at the end of 2013. The ‘tax...
View ArticleDeconstructing the S&P 500
Deconstructing the S&P 500: How 36 Stocks Gave You 55% of the S&P’s Return in 2014 Like a lot of investors, I watched the S&P 500 Index do very well in 2014, especially compared to holdings...
View ArticleLJPR Summer Commentary
Markets: Global markets continued to send a mixed message through May and into June with signs of weaker global growth, combined with strong manufacturing numbers, modest acceleration in wage growth...
View Article2nd National my Social Security Week
From July 19 – 25, Social Security will celebrate its second National my Social Security Week. Activities across the country will include email blasts, news articles, social media posts, posters and...
View ArticleChina and the Global Market: What’s Happening?
Many folks are concerned with the market fall out in China. Although the concern is on a slowing growth rate versus an actual slowdown (e.g., 7% versus 7.4%), this may be the long-awaited excuse for a...
View ArticleWelcome to the Correction
We were originally going to call this blog: ‘Market Cycles Aren’t Seven Years’, but the last few days have alleviated the necessity of that topic. Our premise was that we have had seven years without...
View ArticleHooray for FRA: Changes coming to Social Security claiming strategies in new...
For those who have already filed for Social Security, or those reaching full retirement age (FRA) in the next 6 months, this may not be a big deal. For the rest of us though, we could be losing a...
View ArticleWhy the Fords Won’t Sell the Detroit Lions: The Bobby Layne Curse…or The...
In 1958, Bobby Layne was traded from the Detroit Lions to the Steelers. He didn’t want to go, and his parting shot was a curse: ‘If you trade me, you won’t win for 50 years.’ Well, 50 years has come...
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Opportunity smells like…oil?
2016 certainly has been a volatile and ugly market. However, with uncertainty comes opportunity. Markets have revalued themselves, small stocks are down significantly, and we think the economic...
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What a Difference Three Days Can Make!
The post What a Difference Three Days Can Make! appeared first on LJPR.
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Cycle of Market Sentiment
Cycle of Market Sentiment The post Cycle of Market Sentiment appeared first on LJPR.
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Oil: How low can it go?
Oil: How long can it go The post Oil: How low can it go? appeared first on LJPR.
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March Madness: Tax-Bracketology (Can you figure out who wins?)
It’s March Madness time, and many of us will be pouring over NCAA brackets to figure out who will make it to the finals. The odds of making a perfect bracket are absurd – 2.4 trillion to one according...
View ArticleKeep your eye on the ball
With opening day upon us it’s the perfect time to think about financial planning the way we’d think about baseball. Here are some investment and money management tips in the language of America’s...
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New DOL rules: What’s a fiduciary?
On April 6, 2016, the Department of Labor (“DOL”) announced new rules about how financial advisors provide advice on retirement accounts like IRAs. The new rule mandates that advisors must act as...
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