Posts Tagged: Wealth Preservation

Ross Polking Thumbnail Photo

Many Americans continue to worry about the health of our economy.  Market volatility does nothing to soothe concerns.  Jobs and GDP reports come with mixed messages.  Things must be better elsewhere, right?  Everything is relative.  Foreign investors held $6.2 trillion of U.S. government debt at the close of June, an all-time high.  That same group also holds 20% of U.S. stocks and 35% of outstanding U.S. corporate debt (up from...

Read More

Ross Polking Thumbnail Photo

Stock prices in markets around the world fluctuated dramatically for the week ended August 27. On Monday, August 24, the Dow Jones Industrial Average fell 1,089 points—a larger loss than the “Flash Crash” in May 2010—before rallying to close down 588. Prices fell further on Tuesday before recovering sharply on Wednesday, Thursday, and Friday. Although the S&P 500 and Dow Jones Industrial Average rose 0.9% and 1.1%, respectively, for the...

Read More

Ross Polking Thumbnail Photo

A recent survey by Bankrate.com asked investors what they felt would be the best investment for money they would not need for at least another ten years.  Here are the results:

27%   Real Estate

23%   Cash

17%   Stocks

14%   Precious Metals

5%     Bonds

24%   Other/Unsure

Some wildly different opinions, especially at the top, with first and second prize representing opposite ends of the liquidity...

Read More

Ross Polking Thumbnail Photo

If you were asked back in 2010 which sector of our economy would perform the best over the next five years, what would your guess have been? Multiple choice: Consumer Discretionary (businesses that sell non-essential goods and services), Consumer Staples (businesses that sell essentials), Energy, Financials, Health Care, Industrials, Information Technology, Materials (companies involved with discovery, development and processing of raw materials), Telecom Services, and Utilities. If asked to guess...

Read More