Investing Analysis

Vanguard GNMA Up 40.6%

You’ve been rewarded for sticking with Vanguard GNMA. Over the last 52-weeks it has returned 5 percent and through the first half of this...

Skimming: 3 Steps for Preventing Identity Theft

You've probably heard about credit card skimming at gas stations and ATMs. My client told me how it happened to him twice while wintering...

16-Year Bear Market Ahead

A 16-year bear market was what Dick Young faced back in 1965 as he began his brokerage industry journey at Clayton Securities in Boston....

Martha’s Vineyard & Newport Booming

On Saturday afternoon downtown Newport, RI was packed. Cars were bumper to bumper and as Becky and I were preparing our boat, a 31...

Rates to Rise by March: It’s About Time

President of the St. Louis Fed, James Bullard, knocked the market on the chin a bit yesterday by saying that rates would be going...

The Crushing Cost of Retirement Healthcare

Have you added the cost of healthcare to your retirement planning? Fidelity has estimated that a 65-year old couple retiring in 2014 will need...

Alternative Investments Beaten-Up

Pension funds and endowments made a dreadful mistake by loading up on market neutral alternative investments in 2009—the market crashed in 2008—a year too...

Your Success is a Choice

Over the weekend I read an article on the top 50 annuities. It was the weekly feature in a major financial publication. I can...

10 Best States for Working

Here’s the latest rundown of the 10 best states for working courtesy of moneyrates.com: Washington. Washington repeats as the best state for all-round employment conditions, and...

401(k) Nightmare: Part II

Your money growing tax-deferred is one of the best if not the best feature of a 401(k). When you choose to rollover to an...