Creating Cash Flow in Retirement

At the close of the third quarter, the S&P 500 was down just over 10% for 2011. Retirees living off their portfolios may face tough decisions over the next few months when it comes time to make their next withdrawal. The standard 4% withdrawal rule faces added scrutiny each and every time the market declines. When portfolio income becomes a priority, it is time to abandon your customary mutual fund portfolio and find an investment strategy aligned with your objectives.

Operation Twist?

by Jesse Anderson, CFA This is not the type of Twist Chubby Checkerwould enjoy. This twist is focused on interest rates and flattening the yield curve. The economy is still in a fragile state. Everyone is looking for the answer to provide the necessary spark for improvement. The president created a jobs plan and the Federal Reserve announced Operation Twist …

Unwise Investment Decisions

By Jesse Anderson, CFA

Last weekend a friend said to me:
“I cashed out my entire 401(k) before the tech bubble, and Thank God!, because I would have lost everything.”

Deficit, Debt Ceiling, and Downgrade

by Jesse Anderson, CFA Recent market volatility and declines have left many investors feeling anxious. Hopefully, after weeks of debate, Congress has set us on a path toward improved fiscal discipline. That action will not erase many years of irresponsible spending, and as a result, Standard & Poors lowered our country’s credit rating over the weekend. Many of you may …