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Goals

The Other Shoe is Dropping on Homeowners

Bob Williams - 0
What a crazy housing market! Skyrocketing prices, no haggling on the asking price, and bidding wars that create offers way above the asking price....
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Investing

Who’s Really Managing Your Portfolio?

Patrick Rogan - 0
There are several ways to construct a portfolio: Some build with a top-down approach, building the portfolio from a pre-decided overall allocation and filling in...
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Bonds

Stocks Are In Correction Mode, But Don’t Blame The Economy

MyPersonalCFO - 0
Stocks have stumbled into October with the S&P 500 down about 6% as I write this. The source of equity investors' angst is always...
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Bonds

Is This The Beginning of a Recession?

Joseph Y. Calhoun, III - 0
As I sit here Monday evening with the Dow having closed down 2000 points and the 10-year Treasury yield around 0.5%, the title of this update...
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Economic Data

Do Homebuilders Have An Inventory Problem?

Joseph Y. Calhoun, III - 0
Housing starts and building permits both rose in June: Building Permits Privately-owned housing units authorized by building permits in June were at a seasonally adjusted annual...
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grayscale photo of house on grass field
Investing

60,000 Real Estate Deals Fall Through in September 2022

Bob Williams - 0
This is the time of year when lots of folks have visions of warming their feet by the fire while the cold wind whistles...
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Investing

The AI Hype is Hyper

Joseph Y. Calhoun, III - 0
This is an excerpt from Yardeni Research Morning Briefing, July 2, 2024.  Determining when an investment trend has run its course is more of an...
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Estate Planning

Why Wait?

MyPersonalCFO - 0
Why Wait? Jiab Wasserman  |  November 1, 2018 MY MOTHER-IN-LAW Doris passed away last year at age 90. In the last few years of her life, she often mentioned...
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Bonds

A Week We’ll Never Forget

Joseph Y. Calhoun, III - 0
Last week was one of the worst weeks in the history of the US stock market. Thursday’s plunge was the worst one-day loss other...
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Investing

Why Is A Software Company Investing in Saks/Neiman Marcus?

Joseph Y. Calhoun, III - 0
July 3 (Reuters) - The parent of Saks Fifth Avenue agreed to buy rival Neiman Marcus, a person familiar with the matter told Reuters...
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