Tag: NJ financial advisors

  • August 23, 2016

    Economic Policy Risk and Financial Markets

    Much is being said about the potential effects of the U.S. Presidential election this fall. Concerns abound about the potentially devastating effects of “higher taxes and bigger government” if Clinton wins or “trade wars” if Trump wins. I think we have little to worry about. I believe that our only ...

  • July 5, 2016

    Optimal Diversification

    Diversification is one of the most important and reliable methods of enhancing risk-adjusted investment performance. Diversification occurs when assets with imperfectly correlated returns are combined into a portfolio. Diversification reduces risk and can do so without reducing expected returns. Three critical questions arise in trying to diversify optimally or ideally: how ...

  • June 21, 2016

    Risk when Correlations Go to One

    A popular expression after the financial crisis of 2007-2009 was “correlations go to one”. What that means is that, in periods of great financial distress, many securities fall dramatically in price at the same time even when their returns were not highly correlated in normal market conditions. Some securities, such ...

  • June 13, 2016

    THE ABCs of ALTERNATIVE INVESTMENTS

    What is an alternative investment? There are many ways this question can be answered. Alternative investments are often described as any investment that is not a traditional investment such as a stock or a bond. Alternative investments are usually defined as an investment that produces

  • June 13, 2016

    HOW TO ALLOCATE ASSETS PRUDENTLY

    Asset allocation is the process by which an investor selects asset classes and decides how much to invest in each class such as domestic equities, international equities, real estate, taxable bonds, municipal bonds, money market securities. On the other hand, security selection is the process of choosing which securities to ...

  • June 13, 2016

    THE ABCs OF CLOSED END MUTUAL FUNDS

    Most investors are familiar with open end mutual funds because these are the common type of mutual funds that have been offered for decades by major investment companies. Few investors are familiar with a less common type of mutual fund: a closed end mutual fund. Closed end funds are worth ...

  • June 13, 2016

    GETTING THE MOST OUT OF DIVERSIFICATION

    Diversification is one of the most important and reliable methods of enhancing risk-adjusted investment performance. But can we diversify in a way that gives our portfolios the best reductions in risk? In this article I discuss which securities to select and how to weight them. Diversification occurs when assets with imperfectly ...

  • August 1, 2013

    Why Even Rich People Are Having Trouble Getting a Mortgage

    Home prices are rising, but even the well-off are facing obstacles from tight-fisted banks

    By: Richard Satran

    US News & World Report’s | August 1, 2013

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  • July 25, 2013

    Housing stocks fall, Facebook jumps on Wall Street

    MATTHEW CRAFT / AP Business Writer The Associated Press | July 25, 2013

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      NEW YORK (AP) — Disappointing results from PulteGroup, D.R. Horton and other home builders left major stock indexes with only tiny gains in afternoon ...

  • December 11, 2012

    First-Time Home Buyers Missing Out on Housing Recovery

    By David Francis, US News & World Report's US News & World Report | December 10, 2012   Tougher lending standards squeeze out potential borrowers As the housing market continues to show improved signs of strength, many first-time home buyers are failing to benefit from the broader recovery. The Campbell/Inside Mortgage Finance HousingPulse Tracking Survey, ...

  • December 10, 2012

    Refinancing near retirement can be smart

    By Amy Hoak, MarketWatch Marketwatch | December 10, 2012   CHICAGO (MarketWatch)—Tempting low interest rates continue to make headlines, making refinancing your mortgage look attractive. But when retirement isn’t far off, the decision to refinance can get more complicated. After all, most pre-retirees are trying to reduce debt before their last day of ...

  • November 27, 2012

    To buy or re-fi: Is now the time?

    by Kathryn Tuggle, Personal Finance Editor Dimespring | November 21, 2012   Interest rates may be at record lows, but that doesn’t mean you should pull the trigger on a major purchase before you’re ready. Whether you’re looking to buy a home or refinance the one you’ve got, it’s always best to put ...

  • September 20, 2012

    Brawling Politicians: Bad for Your Portfolio?

    By Richard Satran           September 7, 2012 The love fest of the political convention season ended almost as soon as it began, when the first prime-time speaker, House Speaker John Boehner, set a Republican agenda that "starts with throwing out the politician who doesn't get it, and electing a new president ...

  • July 28, 2010

    Dow struggles higher as confidence data wanes

    HomeBy Stephen Bernard, AP Business Writer 7/28/2010
     
    NEW YORK — News that consumers are more pessimistic has put the stock market's rally on hold.
      Consumer confidence has waned in recent months primarily because of ongoing concern about high unemployment. With consumers not ...

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