Finance

3 Strategic ETFs For Retired Investors

Investors managing their money through retirement often have different needs than during their growth and accumulation years. Oftentimes they are more focused on income and capital preservation rather than taking the risk of seeing their hard earned capital evaporate. With that goal in mind, building out a diversified portfolio using both core and strategic positions…

Dollar Bulls Regain Upper Hand

The powerful divergence theme re-emerged and effectively ended the dramatic correction throughout the capital markets.  The FOMC statement strengthened conviction of a mid-2015 lift off, even if the pace of tightening may be somewhat slower than previously anticipated. At the same time, the Swiss National Bank’s decision to move to negative interest rates, partly in…

EC Falling Oil

“Falling oil prices” is ruling the headlines nowadays, a paradigm shift from oil prices hovering around $100 per barrel for the past few years supported by surging global demand, particularly in China. Oil prices have been falling due to the classic tale of supply-demand imbalance. New oil sources have contributed significantly to the global supply….

Dividend Achievers Stock Analysis: TJX

TJX Companies (TJX) is the industry leader in department stores.  The company has a market cap of $45 billion, about twice as large as Macy’s (M), and nearly four times as large as Kohl’s (KSS) based on market cap.  TJX sells clothing, accessories, and home goods through its T.J. Maxx, Marshalls, Home Goods, Winners, T.K….

2015 Stock Market Outlook

The 32% gain for the S&P last year was a blessing and a curse for investors. A blessing because it padded all of our portfolios. A curse because the gains came far too easily, making 2014 a brutal environment by comparison. Yes, the S&P is up on the year, but still many small caps and…

Distribution Of Wealth Worsens For Minorities

A post by the Pew Research Center based on the Federal Reserve’s Survey of Consumer Finances stated that minorities were falling further behind whites in net worth: “the median net worth of white households in 2013 was $141,900, about 13 times that of black households at $11,000“; “the median net worth of white households [in 2007] was $192,500, or 10 times…

EC Stock Up On

Scarce freshwater is a growing problem. The source of life may cover 70% of our planet, but freshwater only accounts for 3% – and two-thirds of that is locked up in glaciers. Severe water stress affects approximately three billion people worldwide, two-thirds of whom happen to reside in Brazil, Russia, India, and China (BRIC) –…