Financially Speaking Blog

Stock Market Behavior When Interest Rate Rise

September 16, 2015

Since 1920, during the twelve months after interest rates rose, stocks rose 13 out of 16 times.  The average gain for the S&P 500 index (stocks) was 16.2%. For the thirty-year period 1951-1981. interest rates went up from 2.5% to 18%...

Can You Feel It?

August 27, 2015

Notice the different reactions on the faces of people riding a roller coaster. Behavioral economists tell us that investors feel the pain of loss about three times more than we enjoy the gain. It is just being human.The benefit of this area of research...

Whew! Glad that's over with...

August 21, 2015

It seems that we may be in the midst of a good ole stock market correction.  A correction is when a stock market index loses 10% or of its value from the peak. As of this morning, the Dow Jones and the S&P 500 are approaching correction status...

When Financial Plan Go Awry

June 26, 2015

A recent article in Financial Planning (June, 2015) pointed out that some advisors spend decades working with their client’s plan for retirement, only to see that plan fall apart.   It seems that the most often mentioned reasons were...

Auto enrollment

May 7, 2015

For many decades, companies provided pension plans for their employees’ retirement.  There were no papers to fill out to participate; you were automatically enrolled under the plans.  About forty years ago, profit sharing and 401(k)...

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