Submitted by Arthur Stein Financial, LLC on May 5th, 2014
Imagine: You are 84, living on $2,500 per month in Social Security plus $5,000 per month withdrawn from your investments. One of your checks bounces. You find out it’s because your investments are exhausted. There is nothing left. No more $5,000 per month from investments, ever again.
Submitted by Arthur Stein Financial, LLC on April 14th, 2014
The Walls St. Journal just published an excellent article on long-term care insurance.
Submitted by Arthur Stein Financial, LLC on April 1st, 2014
Mike Causey interviewed me on March 26, 2014 for his show on Federal News Radio.
Llisten to it by clicking here. This is a 40 minute mp3 file that starts playing as soon as you click.
The interview was a wide ranging discussion about investing in the Thrift Savings Plan. The Thrift Savings Plan is the 401k for federal employees.
Submitted by Arthur Stein Financial, LLC on March 20th, 2014
I was a featured guest on a Federal News Radio broadcast on March 19. We discussed the advantages and disadvantages of the Lifecycle Funds in the Thrift Savings Plan. The Thrift Savings Plan is the 401k plan for federal employees and retirees.
Click here if you would like to listen. The interview lasts about 10 minutes.
Submitted by Arthur Stein Financial, LLC on January 2nd, 2014
There was nothing subtle about investment returns in 2013. Stock returns were great and US bond returns were bad. Interest rates on bank accounts barely exceeded zero. Gold tanked.
Need some perspective? The article below summarizes the returns and offers some explanation for the different results.
Submitted by Arthur Stein Financial, LLC on November 29th, 2013
The year 2013 has been a great year for stocks. Year to date, the S&P 500 Index is up 25%, other US stocks 31% and international stocks (large cap, developed) 19%. The stock allocation of an investment portfolio should look great.
With key stock market indicators reaching new highs almost every week, some investors and commentators are starting to ask if a stock market correction is coming.
Submitted by Arthur Stein Financial, LLC on October 30th, 2013
Certificates of Deposit (CDs) are often considered a “low risk” investment. Depending upon the type of CD, they can offer a guaranteed rate of return, no fluctuation in value and federal deposit insurance up to $250,000, per insured bank, for each account ownership category.
Unfortunately, CDs have a very rarely mentioned downside that may make them high risk for some investors: loss of purchasing power.
Submitted by Arthur Stein Financial, LLC on October 28th, 2013
Mike Causey invited me for a second interview on his "Your Turn" Federal News Radio show. The broadcast was October 23.
Mike wanted an investment advisor and portfolio manager to discuss strategies for the Thrift Savings Plan and other investments.
The Thrift Savings Plan is the 401K plan for federal employees and retirees.
Click
here if you would like to listen. It is an mp3 file that takes about one minute to load. The interview lasts about 35 minutes.
Submitted by Arthur Stein Financial, LLC on October 15th, 2013
I was the featured guest on Mike Causey's "Your Turn" Federal News Radio broadcast on October 9th. Mike and I discussed protecting Thrift Savings Plan investments in light of the shutdown and potential default.
The Thrift Savings Plan is the 401k plan for federal employees and retirees.
Click
here if you would like to listen. It is an mp3 file that takes about one minute to load. The interview lasts about 35 minutes.
Submitted by Arthur Stein Financial, LLC on October 4th, 2013
One challenge investment advisors face is framing a response to an unusual event. The government shutdown certainly ranks as an unusual event.
But the appropriate reaction isn’t obvious because it’s not clear how the shutdown will affect the economy or the market.
