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Know Your Investment Priorities | Investment Reflections
http://investmentreflections.com/2014/11/know-your-investment-priorities
Welcome to Investment Reflections. Know Your Investment Priorities. November 7, 2014. Some investors will look at the title to this post and skip to the next page. They know exactly what they want: high returns, low risk, a predictable cash flow and low fees. We all want some combination of that, but most professional managers will need to know a little bit more to do their job effectively. Of investments. Unquestionably, security choice is important, but other considerations outweigh it. Some of the lar...
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Will Investment Risk Threaten Your Nest Egg? | Investment Reflections
http://investmentreflections.com/2014/08/will-investment-risk-threaten-your-nest-egg
Welcome to Investment Reflections. Will Investment Risk Threaten Your Nest Egg? August 23, 2014. The outlook is encouraging. Can we afford the risk? How much is too much? An ultra-cautious position would be all bonds. The downside is that cost of living increases will generally require a 30% allocation to stocks to keep the portfolio’s purchasing power from eroding. Bonds have risks also. Don’t give up on bonds. Tom Mongan, CFA. Managing Investment Risk in Today’s Market. Before It Is Too Late To Plan.
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Thoughts On Fixed Income Investments For 2015 | Investment Reflections
http://investmentreflections.com/2014/12/thoughts-on-fixed-income-investments-for-2015
Welcome to Investment Reflections. Thoughts On Fixed Income Investments For 2015. December 4, 2014. This article looks at an unusual market run that has been overshadowed by the stock market’s historic climb. The chart below shows the 20-year decline in the yield on the 10-year U.S. Treasury note. As we all know, when yields go down, prices go up. The decline has been a major assist for borrowers and even better for long-term bond holders. The logical question is how much longer can this go on? These pri...
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How “Chicken Little” Might See This Market | Investment Reflections
http://investmentreflections.com/2014/10/how-chicken-little-might-see-this-market
Welcome to Investment Reflections. How “Chicken Little” Might See This Market. October 20, 2014. According to the history of children’s tales, a young chick named Henny Penny panicked when an acorn fell on her head. She ran to Chicken Little, apparently the sage of the coop, to report that the sky was falling. This fable far predates the current stock market with its many swings, but maybe it carries a message that we should consider. Where does this leave us? This discussion could get far more tedious t...
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Investments | Investment Reflections
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Welcome to Investment Reflections. Why Pencils Come With Erasers. January 17, 2015. January 2 may be our most inspired day of the year. On New Year’s Day most Americans are working off the cobwebs from New Year’s Eve. The rest of the day goes to college bowl games and leftovers. Then comes the 2nd and the rest of our lives and we get serious about planning change and taking control of all the things that matter to us. This is particularly true of investors. As an investor, you can pick your source for th...
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Blending Risk and Investment Return | Investment Reflections
http://investmentreflections.com/2014/09/blending-risk-and-investment-return
Welcome to Investment Reflections. Blending Risk and Investment Return. September 14, 2014. The table below uses data from a seminal study of different asset class returns from 1926 to 1987. The numbers may differ slightly using more recent data, but the conclusions are the same. The S&P 500, now near record highs, has risen 170% since it bottomed in March 2009. The overall performance has been very good, but in retrospect there were many times when investors might have questioned their positions....
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Reasons To Keep Looking Up | Investment Reflections
http://investmentreflections.com/2014/09/reasons-to-keep-looking-up
Welcome to Investment Reflections. Reasons To Keep Looking Up. September 21, 2014. The paragraphs below are from our Security Impressions article, Reason For Looking Up, of March 7, 2013 weighing the pros and cons of the market risks. The S&P 500 then was 1544. On Friday, September 19, 2014 the market closed at 2010, 30.2% higher. Investing simply by looking where we have been is never a smart play, but the underlying statistics deserve your attention. Reasons for Looking Up. March 7, 2013. Your email ad...
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Image | Format | Investment Reflections
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Welcome to Investment Reflections. Reasons To Keep Looking Up. September 21, 2014. The paragraphs below are from our Security Impressions article, Reason For Looking Up, of March 7, 2013 weighing the pros and cons of the market risks. The S&P 500 then was 1544. On Friday, September 19, 2014 the market closed at 2010, 30.2% higher. Investing simply by looking where we have been is never a smart play, but the underlying statistics deserve your attention. Reasons for Looking Up. March 7, 2013. Clearly, indi...