Monthly Archives: May 2014

Joe Bantz, CFP®, AIF®

Financial planning brings with it a wide range of concerns,but according to a recent study, saving for retirement remains chief among them. Gallup's most recent Economy and Personal Finance poll, released April 22, revealed that 59 percent of Americans were either "very worried" or "moderately worried" about not being able to comfortably retire. That majority affirmed retirement savings' place atop the list of financial worries, of which there were...

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Ed Green, CFP®, ChFC, AIF®

Global equity markets were generally positive in the 1st quarter of 2014.  After a weak start in January, February was strong and March added further to gains for the quarter, albeit that nearly all the March gains came on the very last business day of the month.  There were a couple surprises in the quarter.  Real estate, which was only modestly positive for all of 2013 while other equity asset...

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Ross Polking Thumbnail Photo

Is a home a good investment?  Most Americans think so.  A recent poll by Gallup indicated that owning a home was ranked ahead of gold, stocks, mutual funds, savings accounts, and bonds as the best long-term investment.  Interestingly enough, from 1890-1990, real home prices (inflation-adjusted) rose a mere 0.2% annually, with a virtual flattening of values the last 25 years.  Meanwhile, the S&P 500 has garnered...

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