• Call Us: 425-373-9393


Why I’m cautious about investing right now

If  you haven’t read Jim Jubak’s column from yesterday, it’s worth reading. He makes the case that the UK is close to a second financial crisis and if that happens, the US may not be far behind. The potential crisis in Britain (and the US) is close at hand due ... Read More

Time to consider change in bond strategy

For the last six-months, I’ve done a monthly report on CD and high-yield savings rates for the personal finance column I write for Examiner.com.  I use MoneyAisle, an on-line auction house to check rates and create a hypothetical CD ladder For the first time in six months, the check on ... Read More

Economy getting better?

Earlier this week the Chicago Fed National Activity Index (CFNAI) reported that November economic activity in the U.S. improved sharply. The CFNAI is a weighted average of 85 existing monthly indicators drawn from four major areas: production and income; employment, unemployment, and hours; personal consumption and housing; and sales, orders, ... Read More

Alternative investment idea: clean energy

A client recently asked me to look at clean energy mutual funds to consider adding to the satellite portion of his portfolio. (The satellite part is distinct from the core part of a portfolio and it holds investments that an investor thinks have the chance to outperform core investments. Often ... Read More

Personal finance tidbits

The following curious personal finance and economic facts caught my eye recently: 1.2 — The number of barrels of oil per person per year consumed in China 26 — The number of barrels of oil per person per year consumed in the U.S. (source: Advanced Equities Asset Management) 50% — ... Read More

Personal finance thanks

On Thanksgiving, it’s tradition around our house to go around the table and say what we’re thankful for. So this Thanksgiving, I thought I’d go around the metaphorical table of personal finance and mention what I’m thankful for: Compound interest Risk management tools like insurance Low-cost index funds John Bogle ... Read More

Facing personal finance challenges

There are many tests you face when you’re in charge of your personal finances. For example, your emotions influence your decisions and many will steer you in the wrong direction. Greed and fear are the two strongest emotions and following either to excess has crashed many financial plans. Immediate gratification ... Read More