3 Classic Sayings to Remember in Your Financial Life

We often forget that in our financial journey that it is important first to define the destination and outline the path designed to help take us there. Along the way, there will be bumps, but clearly outlined goals at the end can help us track the steps that we need to take now. There has [...]

2018-05-15T08:57:05+00:00 May 15th, 2018|Financial Advice|

Finally a Signal

By John Hollahan This week, our model triggered the first signal in the model in over two years, with the last one being a Global Buy signal on March 17, 2016. The current buy signal is a Confirmed Up signal at which point the models are designed to sell all current holdings and replace them [...]

2018-05-11T16:34:22+00:00 May 11th, 2018|Financial Advice|

One Way or Another

All eyes have been on earnings this week as April winds to a close. The US markets were flat, but the global markets were down a fraction as volatility ebbs and flows out of the market. The correction may still have some legs, but our base case of one being in the context of the [...]

2018-04-27T13:08:46+00:00 April 27th, 2018|Financial Advice|

Things You Cannot Do With an Individual Retirement Account (IRA)

There are a variety of investments that are allowed in an IRA, but the Internal Revenue Service has strict guidelines on what transactions it will not allow. Some examples of prohibited transactions include: Borrowing money from an IRA Selling property into an IRA Using an IRA as collateral for loans Buying property for personal use [...]

2018-04-24T09:17:17+00:00 April 24th, 2018|Financial Advice|

Variations on a Theme

We continue to monitor the effects of the correction that began towards the end of January. Stocks are up for the second week in a row, both in the US and globally. We are at the same points as last week with the Core Indicators. The Global Stock index is still below Cash, but the [...]

2018-04-20T12:21:59+00:00 April 20th, 2018|Financial Advice|

3 Common Money Leaks and Ways to Fix Them

If you have ever heard a leaking bathroom faucet in the middle of the night, then you know the literal and figurative sound of money dripping away. Similarly, without careful planning, the drops of losing nickels and dimes in time can add up to an ocean of lost money. Take a financial wrench to these [...]

2018-04-17T07:50:09+00:00 April 17th, 2018|Financial Advice|

Like The Weather

With the back-and-forth trading continuing and volatility perhaps topping off in the correction that began in January, stocks are up this week around 2% in both the US and globally. We are at the same points as last week with the Core Indicators. Cash Comparison is Neutral, but it flipped to Negative a couple of [...]

2018-04-13T12:31:59+00:00 April 13th, 2018|Financial Advice|

What Should I Do with My Tax Refund?

Many people awoke to a surprise in their 2017 tax bills because they did not realize the full ramifications of the changes in policies. Small percentages ended up turning into real dollars. If you had a larger investment tax bill without the corresponding returns this year, then you may want to make sure that your [...]

2018-04-10T07:40:07+00:00 April 10th, 2018|Financial Advice|