Wealth Management
and Market Notes
ram·part /ˈram-pärt/ Noun 1. A defensive wall of a fort or castle. 2. A means of protection or defense.

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How can job hoppers manage retirement planning?

In today’s business environment, it’s not uncommon for people to switch jobs every few years. Since pensions are mostly a thing of the past, staying at one place of employment for one’s entire career doesn’t have as much of a draw. Similarly, research shows that switching jobs can be strategic to increasing salary. But, while earning… Continue reading →



Symbol Scales is made of stones of various shapes

Same as it ever was…

Reflationary forces dominated the fixed income market as the second quarter ended. A June rate increase (to a range of 1.00% to 1.25% on Fed Funds) by the Federal Reserve, and a rise to the 2.84% level on the 30-year U.S. Treasury led some market participants to believe the long deflationary spell in the U.S.… Continue reading →



Analysis

Risky business

We hate to admit it, but academicians have pretty much overrun the money management business since the late 1960s. A key weapon in their conquest of investor thinking is Modern Portfolio Theory (MPT). First conceived by Harry Markowitz in the 1950s, MPT states that portfolios can be optimized for expected return based on a given… Continue reading →



Suddenly single: Financial to-do’s for newly divorced individuals

Going through a divorce is an arduous process, and the thought of untangling joint finances seems like a daunting task. To minimize financial damage it’s essential to be proactive by promptly getting things in order. We’ve highlighted a few helpful financial to-do’s to cross off your checklist after a divorce: Put budgeting at the top… Continue reading →



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CNBC: Earnings take center stage

Last week, I returned to CNBC “Closing Bell” amid earnings season to discuss what’s going on in the market, and some things to keep an eye on in the months ahead. Second quarter earnings for the S&P 500 were expected to be up by 7.3 percent, but we’re keeping a close watch specifically on retail… Continue reading →



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