Browsing: Investments

Bonds:  Worth the Risk?

Bonds: Worth the Risk?

The investment industry has long recommended that investors build a balanced portfolio of stocks and bonds for their retirement nest egg.  A typical portfolio may be 60% stocks and 40% bonds depending on the investor’s age and risk tolerance.  History suggests that bonds will reduce the portfolio risk and provide a steady income for retirees. … read more

COVID Gives US Economy Swine Flu

Do you remember the PIGS?  The European Debt Crisis a decade ago centered around Portugal, Italy, Greece and Spain.  Their governments and banking systems were in dire straits after excessive borrowing and they needed to be bailed out by their European neighbors, the European Central Bank and the International Monetary Fund.  The crisis dragged on… read more

Barron’s Moves Frank to #12

For 2020, Barron’s has again named Frank Moore to the exclusive list of America’s Top 1200 Advisors. The number of advisors per state is based on population and wealth and there were just 30 advisors from Michigan again this year. Frank debuted on the ranking in 2017 at #28, jumped to #18 in 2018, then… read more

Dow Plunges 3,000 Points!

Does that headline make your stomach turn?  Is your reaction to call your financial advisor and sell your stocks or stock funds?  What if the decline was 5,000 points along with headlines of an impending recession? The Dow hasn’t plunged 3,000 points but it wouldn’t be at all unusual.  It may not happen in a… read more

Five Big Financial Setbacks

Vintage will be 35 years old in early January and over the years we’ve seen a lot of big blunders people make with their finances. Some are a single bad transaction while others are minor ongoing and often overlooked areas that can significantly impact your standard of living in retirement. Here are five setbacks you’ll… read more

Driving with the Rear View Mirror

There’s the joke about the woman watching the news with a report about a man driving the wrong way down the freeway. She knows her husband is in that area so she calls him on his cell phone to alert him and he says, “It’s not just one guy, they’re all driving the wrong way!”… read more

New Year’s Resolutions for Your 401(k)

Happy New Year, especially for your 401(k)! Year-end 401(k) and other retirement plan statements are now coming out and there’s reason for excitement: the Dow Jones Industrial Average, S&P 500 and Nasdaq Composite all posted excellent returns in 2017. Even the international markets, which have lagged the last few years, participated in the rally. So… read more