4 Investment Strategies to Grow Wealth (Infographic)


There’s no better time than now to start saving for the future. Retirement is becoming longer and more expensive with many costs likely to come out of your own pocket. Here are 4 investment strategies to get you on the right path and give yourself an edge toward meeting your retirement goals. (Click infographic to enlarge.) 4 Investment Strategies to ... Read More »

Helpful Tax Form Insights for Investors

helpful tax form insights for investors

With tax season, it is helpful to stay organized and be aware of which types of tax forms you may need to collect before filing your returns. In addition to being aware of how many tax forms one should receive for the previous year, and from which accounts, it is beneficial to understand what information is reported and why. The ... Read More »

Apple’s Stock Rally Shows a Long Reach


Earlier this week, shares of Apple closed at the highest point ever – yet another achievement by a company that has spent most of the last decade making history. With a market cap of about $775 billion, Apple is now roughly twice the size of No. 2 ExxonMobil – another remarkable feat considering it was less than four years ago ... Read More »

Couch Commerce Is Sitting Pretty

amazon prime

The holiday season keeps on giving for investors of some of the largest e-commerce companies. Several top names have rallied hard since the new year began, due in large part from strong results seen recently in the holiday quarter. Amazon share prices have climbed more than 22% in 2015, covering most of that ground in the three-and-a-half weeks since the ... Read More »

Casino Stocks Have Been On a Winning Streak


After the sector’s tough 2014, a turnaround in casino stocks wasn’t on the top of many prediction lists for 2015. Those who did see a bottoming-out, however, have wound up recently looking smart. The Casino Gambling motif has gained 8.8% in the past month. In that same period, the S&P 500 has increased 3.1%. Over the past 12 months, however, ... Read More »

Anthem Hack Keeps Cyber Security On High Alert

cyber security

It happened again. Earlier this month, one of the nation’s largest health insurers, Anthem, said that the personal information of tens of millions of its customers and employees, including its chief executive, was the subject of a “very sophisticated external cyberattack.” As the New York Times reported, the company, which is continuing its investigation into the scope of the attack, ... Read More »

Winter’s Abundance: Snow, Cold and Natural Gas


The eastern half of the US is in the throes of mid-winter weather. This past weekend, New Englanders were digging out of their fourth snowstorm in a month, while residents of Arkansas, Missouri and Tennessee were preparing this week for up to 9 inches of snow. And don’t even ask people in the Midwest about the temperatures at which they’ve ... Read More »

Europe’s QE Has Chinese Solar Stocks Beaming

solar panels

The decision by the European Central Bank to expand monetary fiscal stimulus couldn’t have come at a better time for Chinese solar producers and their investors. Amid the on-again, off-again volatility that defines investing in Chinese solar stocks, the mood had been decidedly off- again. As Barron’s recently pointed out, Chinese solar stocks have disappointed investors, losing anywhere from 25% ... Read More »

Why Transparency Matters to Your Portfolio


Studies have shown that over 30 years, the average equity fund investor has only earned 3.69% annually, compared to the S&P 500 earning roughly 11.1% during the same 30 year period, ending 12/31/13. One may speculate that this gap in performance is due to a lack of knowledge and lesser investment selection. Some analysts tend to disagree however, and believe ... Read More »

US Economy: It Could Be Worse, Just Look Abroad


Late last month, the preliminary skinny given on the US economy in last year’s fourth quarter was a decidedly mixed bag. As the Wall Street Journal reported at the time, the economy grew 2.6%, roughly half the summer’s blowout 5% pace, which was helped by a spree of military purchases that wasn’t repeated.1 The Journal said the report offered both ... Read More »

New Car Revival Hits the Accelerator

new cars lined up

Low gas prices and low interest rates have helped the automobile market for new vehicles increase its speed. As the Los Angeles Times reported last week, General Motors, Ford, Chrysler, Toyota, Honda and Nissan all reported double-digit gains sales in January. Smaller companies, including Subaru and Hyundai, had their best January ever for US sales.1 The Times said the industry ... Read More »