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Investor optimism beyond Dow 40,000
“In fact, the Dow’s records actually understate my optimism for the road ahead.”
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Past Articles
Rolling over retirement plans
By Kyle Tetting It is no secret that today’s workers overall are not staying with their employers as long as they used to. According to the Bureau of Labor Statistics, the median tenure for workers in 2012 was 4.6 years. With all that moving around, many investors leave behind their employer-sponsored retirement plan. While it is…
Monitoring the Markets: What Indexes Tell Us
By Kyle Tetting Each week, we open our “Money Talk with Bob Landaas” webcast with a review of the latest developments on Wall Street and end-of-the-week updates on a few benchmark indexes. Additionally, we regularly field calls from interested investors who want to know what the market is doing for the day, the month or…
Attention: Deficit Disorder
By Joel Dresang The U.S. federal government reached a record budget deficit in 2009: $1.4 trillion –about one-tenth of the nation’s economic output for the year. No one can deny that’s a deep hole to climb out of. Even relative to the size of the economy, it’s the biggest deficit as far back as the…
When Roth IRA Conversions Make Sense
By Art Rothschild Rarely a day goes by this year that I haven’t been asked by a client (or two or three) whether they should convert their traditional IRA to a Roth IRA. That question has taken on greater importance now that Wisconsin Gov. Jim Doyle has signed into law a bill that allows investors…
Efficient Frontier: Balancing Risk and Return
By Joel Dresang Riding a surfboard requires coordination, balance and risk analysis. The more you want to catch the big waves, the more prepared you should be to get knocked off your board. Investing also involves maintaining equilibrium amid ever-changing conditions. In general, higher returns reward bigger risks, but there’s a point at which you…
Investing in Growth
By Kyle Tetting A balanced and diversified investment portfolio makes the most of many different areas of the markets and styles of investing. As part of that mix, growth investing focuses on the stock of a company whose earnings are expected to grow at a higher rate than the overall market. Growth companies typically pay…