5 Feb 2015

Smart Money Kids

…falling. My older daughter, who was watching TV nearby said, ‘Dad, are you in debt?’ Surprised, I said, ‘Yes, honey, we had to borrow money to live in this house.’…

9 Jul 2014

When Interest Rates Rise

…rates where there aren’t specific labels. I used a common ‘interpolation’ technique, so it’s ‘k’ for close, but not perfect, but that’s OK. The blue dotted line shows what the…

23 May 2014

Approach

Forecaster®, a model designed to identify and quantify action steps, to meet those goals and help clients plan for their future. Learn more about the Acropolis Financial Forecaster®. So, Why…

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17 Jun 2015

A Strategy for Stock Sectors

…just the seven sectors (in blue), all 10 sectors (in orange) and the S&P 500 (in grey). Of course, these kinds of results make me worry about data mining –…

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11 Nov 2014

WSJ: One Story, Two Bad Headlines

…realized volatility through yesterday, you get an annualized volatility of 16.4 percent, well below the 19.74 percent long-term average volatility. The second headline isn’t any better, since it obviously isn’t…

8 Jan 2014

Growth vs Value in 2013

…work by recent Nobel Prize Laureate Gene Fama and his buddy Ken French, found similar results whether you looked at price-to-earnings, price-to-book, price-to-sales or price to cash-to-cash flow ratios; or,…

29 Jul 2016

The Peril of Company Stock

…me to put 100 percent in the company stock, Mark Twain Bancshares (ticker: MTWN at the time, but long gone!). Thanks to the magic of my Bloomberg terminal, I can…