Submitted by Arthur Stein Financial, LLC on January 10th, 2013
Yesterday, I was the featured guest on Mike Causey’s weekly radio show. We discussed recent returns for the Thrift Savings Plan (TSP) and the advantages and disadvantages of different TSP funds.
Click
here if you would like to listen or download the interview.
Please contact me if you have any questions or comments.
Submitted by Arthur Stein Financial, LLC on December 21st, 2012
Wednesday, December 12th, was the 25th anniversary of the Federal Employee Retirement System (FERS). Federal News Radio (1500 AM) interviewed me as part of their 25th anniversary coverage and then wrote an article about my comments. Key question: How good is FERS?
Click here to read the article and find a link to the recorded interview.
Submitted by Arthur Stein Financial, LLC on November 28th, 2012
Demand for gold has been declining worldwide, but prices haven’t. What does this mean for someone investing in gold?
Gold demand declined 11 percent in the third quarter of 2012 compared to the third quarter of 2011, according to the World Gold Council (
www.gold.org). Demand fell in every sector except for purchases by central banks.
But, surprisingly, the price of gold increased 9.6 percent from the end of September 2011 to the end of September 2012.
Submitted by Arthur Stein Financial, LLC on November 1st, 2012
The “
fiscal cliff
” could impact taxes on your investments in a major way.
The fiscal cliff is the combination of tax increases (result of expiration of Bush era tax cuts), new taxes on high-income individuals and spending cuts scheduled to take place January 1, 2013.
Three of the changes concern the taxation of investments:
Submitted by Arthur Stein Financial, LLC on September 9th, 2012
J.P. Morgan’s June, 2012
Guide to the Markets report detailed the affect on stock market returns of political control of the White House, Senate and House of Representatives from 1940 to 2008.
The results are surprising.
Submitted by Arthur Stein Financial, LLC on August 4th, 2012
Your IRA is not an investment. Your mutual funds are not investments. Neither are your 401(k)s or ETFs.
Submitted by Arthur Stein Financial, LLC on July 31st, 2012
If your homeowners insurance is based upon the resale value of your house, you may be underinsured. There are situations where the cost to rebuild may exceed the limits in your policy, forcing you to pay any difference out of pocket.
Submitted by Arthur Stein Financial, LLC on July 3rd, 2012
The July 2, 2012 “Ahead of the Tape” article in the
Wall Street Journal discusses investor preferences for bonds over stocks.
Submitted by Arthur Stein Financial, LLC on June 30th, 2012
The May 2012 edition of the
Morningstar EFTInvestor newsletter (written by Paul Justice, CFA, Director of North American ETF Research for Morningstar) contained some interesting comments about the percentage of investment assets going to stocks and bonds.
The article begins by noting the continuing investor preference for bonds relative to stocks.
Submitted by Arthur Stein Financial, LLC on June 24th, 2012
The Morningstar Investment Advisor Conference and the Morningstar Investment Conference finished Friday. Presenters included Morningstar analysts and top money managers from various mutual funds and Exchange Traded Funds (ETFs).
One commonly mentioned theme was the strong position of “emerging markets” in comparison to many developed countries, especially for fixed income (bonds).
