May 15, 2014
Is the stock market overpriced, underpriced or at a fair level? Since current stock prices reflect the collective opinion of all of the hundreds of millions of investors in the world, when you say it's over- or under-valued, you're saying you know better than all those hundreds of millions. But I won't tell you you're wrong!
- Larry Pike, CFA, Client Priority Financial Advisors LLC
- www.clientpriority.com
Is the stock market overpriced, underpriced or at a fair level? Since current stock prices reflect the collective opinion of all of the hundreds of millions of investors in the world, when you say it's over- or under-valued, you're saying you know better than all those hundreds of millions. But I won't tell you you're wrong!
- Larry Pike, CFA, Client Priority Financial Advisors LLC
- www.clientpriority.com
May 14, 2014
Have you wondered if the current generation of new retirees is less ready for retirement than their parents? Well, 20 years ago only 21% of new retirees (age 65-74) still had a mortgage. In 2010 that number rose to 37% according to the National Center for Policy Analysis. For those aged 75 and older the percentage with a mortgage rose to 21% from only 6%. Retiring without that makes a big difference.
- Larry Pike, CFA, Client Priority Financial Advisors LLC
- www.clientpriority.com
May 13, 2014
Did your investment portfolio do well last year? 10%? 15%? A simple blend of 70% stocks and 30% bonds gave you a 22% return in 2013. If you didn't get that close to that you may want to rethink your investment strategy. Missing out on a great year like that can hurt, especially when the surrounding years may be much less exciting. Like this year so far, where that simple portfolio has returned 2.5%.
- Larry Pike, CFA, Client Priority Financial Advisors LLC
- www.clientpriority.com
May 12, 2014
Do you have a stock you inherited or maybe received when working for an old company? And are you wondering whether to sell it or not? Ask yourself, "would I buy this stock if I didn't own it?" The answer is probably no, so if you don't have tax issues with it, sell it and reinvest the money in your diversified stock fund.
- Larry Pike, CFA, Client Priority Financial Advisors LLC
- www.clientpriority.com
May 8, 2014
I saw on Motley Fool 3 steps to financial success:
Work a lot
Spend a little
Invest the rest
- Larry Pike, CFA, Client Priority Financial Advisors LLC
- www.clientpriority.com
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