Yearly Archives: 2008

401(k)

Changing jobs usually requires a lot of busy work. New tax forms, changing healthcare plans, updating your e-mail, etc. Rolling over your 401(k) is one task that may get lost in the shuffle but shouldn’t. In fact, rolling over your … Continue reading

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Subprime Leverage

Subprime mortgages account for less than 7% of the mortgage market, yet are creating havoc throughout our entire financial system and causing a liquidity crisis. The idea that such a small part of the mortgage market can cause so much … Continue reading

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5 Years Fixed-Income and Cash

Given significant losses of capital, the most pressing question is how to allocate portfolios now. In the past, stocks have typically rebounded from sharp selloffs. However, there is the potential that stocks will continue decreasing in value or stagnate for … Continue reading

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Obamanomics

The election of Barack Obama will influence the economy and the markets; however, the impact will be more muted than anticipated. Obama’s first challenge is to assemble an economic team that will formulate a plan to shore-up the economy and … Continue reading

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Why hold (or even buy) stocks now

The bursting of the housing and credit bubbles is now causing problems in the “real “ economy. The latest statistics show that consumer spending is slowing and that the unemployment rate is climbing. Given the lack of funding for business … Continue reading

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