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Monday, September 25, 2017

“I can’t get invested right now.” That’s the statement a recent prospective client said to me. “Why not?” I replied back. “The markets are too high and it’s a bubble, and I’m...

 

Monday, September 18, 2017

From May through July, hackers exploited a website vulnerability at Equifax, one of the major consumer credit reporting agencies. If you have a credit report, there is a chance your sensitive and personal information including Social...

 

Monday, August 28, 2017

Understanding your risk tolerance is complex, and the standard questionnaire provided by financial planners may not capture an accurate picture. One reason is they sometimes combine different aspects of the risk profile that should be...

 

Monday, August 7, 2017

I had a colleague write me the other day and the email simply said, “I hate this market.” No other context was given besides his brief statement. Now normally this statement wouldn’t really give me pause, but then I...

 

Thursday, April 20, 2017

We believe that advisors can play a critical role in their client’s investment success, and that their role as a behavioral coach can be an important contribution to that endgame. But, behavioral coaching is most effective in the...

 

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Wednesday, March 22, 2017

- CNN Money, March 6th 2009: Stocks staged a comeback late Friday afternoon, with the Dow and S&P 500 bouncing after hitting 12-year lows on a bleak February jobs report and more worries about the bank sector. The Dow Jones industrial...

 

Wednesday, February 15, 2017

The Roman poet Virgil once said in the epic poem The Aeneid. “I fear the Greeks even when they bring gifts.” This line was in relation to the Trojan horse left by the Greeks to gain entry into the walled city of Troy. The...

 

Monday, January 23, 2017

Sentiment and psychology are the true boogeyman of the investing world. Except this boogeyman just happens to be real. Sentiment is the one of the huge drivers of stock prices, and it normally happens at the most inexplicable times....

 

Friday, November 4, 2016

“It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it was the epoch of belief, it was the epoch of incredulity, it was the season of Light, it was the season of Darkness...

 

Thursday, October 27, 2016

Lately, client meetings have revolved around one topic, the American Presidential Election. American’s top three concerns at any given time are the economy, their job, and money. Not particularly in that order, but if you ask...

 

Tuesday, October 11, 2016

The market hasn’t cooperated lately. On the other hand, it hasn’t been uncooperative either. It’s simply in a pause, a stick in the mud, a stump that won’t move you could say. It has been bouncing around its...

 

Wednesday, September 7, 2016

The federal funds rate is the interest rate at which depository institutions trade federal funds (balances held at Federal Reserve Banks) with each other overnight. When a depository institution has surplus balances in its reserve...

 

Friday, August 26, 2016

Benjamin Franklin once remarked there are two certainties in life, death and taxes. One is an inevitable part of being a mere mortal on this flying rock, and the other is the price you pay for a civilized society. In my line of work...

 

Tuesday, August 16, 2016

Investing is tough, plain and simple. The psychological anguish is probably the biggest hurdle most clients have to deal with day in and day out. The 24-hour news flow, the internet, phones, the talking heads…you get the idea....

 

Friday, July 1, 2016

I remember sitting there last Thursday night annoyed that once again the Minnesota Twins were getting shellacked by the Phillies. At least the Bay area teams were holding their own, I thought. The Giants were up on the Pirates, and the...

 

Friday, June 24, 2016

Voters in the United Kingdom decisively opted to leave the European Union on Thursday, favoring Brexit over staying by an unexpectedly high margin of almost three percentage points. Polls showed that support for leaving the EU revolved...

 

Wednesday, November 11, 2015

My weekly talking points are snippets of ideas that are pertinent to today’s markets. They come from my readings, American history background, and from 30 years’ experience trading and investing in the American Capital...

 

Tuesday, November 3, 2015

My weekly talking points are snippets of ideas that are pertinent to today’s markets. They come from my readings, American history background, and from 30 years’ experience trading and investing in the American Capital...

 

Friday, October 16, 2015

By D. Scott Peterson My weekly talking points are snippets of ideas that are pertinent to today’s markets. They come from my readings, American history background, and from 30 years’ experience trading and investing in the...

 

Monday, October 5, 2015

By D. Scott Peterson My weekly talking points are snippets of ideas that are pertinent to today’s markets. They come from my readings, American history background, and from 30 years’ experience trading and investing in the...

 

Tuesday, September 29, 2015

My weekly talking points are snippets of ideas that are pertinent to today’s markets. They come from my readings, American history background, and from 30 years’ experience trading and investing in the American Capital...

 

Monday, September 21, 2015

By D. Scott Peterson My weekly talking points are snippets of ideas that are pertinent to today’s markets. They come from my readings, American history background, and from 30 years’ experience trading and investing in the...

 

Tuesday, September 15, 2015

By D. Scott Peterson My weekly talking points are snippets of ideas that are pertinent to today’s markets. They come from my readings, American history background, and from 30 years’ experience trading and investing in the...

 

Monday, August 17, 2015

By D. Scott Peterson My weekly talking points are snippets of ideas that are pertinent to today’s markets. They come from my readings, American history background, and from 30 years’ experience trading and investing in the...

 

Thursday, July 9, 2015

By D. Scott Peterson My weekly talking points are snippets of ideas that are pertinent to today’s markets. They come from my readings, American history background, and from 30 years’ experience trading and investing in the...

 

Monday, June 22, 2015

By D. Scott Peterson My weekly talking points are snippets of ideas that are pertinent to today’s markets. They come from my readings, American history background, and from 30 years’ experience trading and investing in the...

 

Monday, June 15, 2015

Here I bring you my 10 talking points for the week. These are things that I think are important to note in the market. This also is way for my clients and readers to drill down and block out the background noise of the day to day...

 

Monday, June 8, 2015

By D. Scott Peterson Here I bring you my 10 talking points for the week. These are things that I think are important to note in the market. This also is way for my clients and readers to drill down and block out the background noise of...

 

Monday, June 1, 2015

1. Last week we talked about risk and how investors tend to focus on sensational risks that may never happen. 2. Newsletters, the media, pundits constantly argue about the possibility of some dramatic event that will collapse stock...

 

Wednesday, May 27, 2015

1. Last week we talked about risk and how it’s misunderstood. We pointed out that your biggest long term financial risk was failure to build your wealth + investing enough for retirement. 2. There are many risks associated with...

 

Wednesday, May 27, 2015

By D. Scott Peterson 1. What does the concept “risk” really mean when applied to the financial markets? 2. Some pundits oversimplify the term by saying it means, “you will lose money,” or even “you could...

 

Monday, May 11, 2015

By D. Scott Peterson Here I bring you my 10 talking points for the week. These are things that I think are important to note in the market. This also is way for my clients and readers to drill down and block out the background noise of...

 

Thursday, May 7, 2015

By D. Scott Peterson Here I bring you my 10 talking points for the week. These are things that I think are important to note in the market. This also is way for my clients and readers to drill down and block out the background noise of...

 

Monday, April 27, 2015

By D. Scott Peterson 1. The market continues to grind higher. The noteworthy event is that the NASDAQ eclipsed its 2000 high—finally. It took 15 years.1 2. 1st Quarter earnings have been relatively strong, at least as of now. 3....

 

Tuesday, April 21, 2015

By D. Scott Peterson In future posts will be switching to Scott's 10 talking points for the week. People seem to like numbered lists and so do we. Enjoy! 1. Get used to this volatility. The Dow, down 300, up 200, and so on. There are a...

 

Tuesday, April 7, 2015

By D. Scott Peterson Fridays Jobs report came in at 126,000 while analysts had estimated 245,000.1 And, February’s total jobs number was revised down to give more credence to a US economic slowdown. This will lead to more...

 

Monday, March 23, 2015

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Saturday, March 14, 2015

By D. Scott Peterson BEWARE THE NOISE Each weekend I use Saturday a.m. to research and study what the markets are up to. It’s very easy to get lost in market noise with the national media manufacturing drama with every twist and...

 

Monday, March 9, 2015

By Jess Peterson It seems to be happening more and more these days where I find myself in front of a dooms sayer lecturing me on the market, government, Obama, the dollar, and the UN. I don’t know where exactly these people come...

 

Monday, February 23, 2015

A short list of articles we wish to share with clients and our readers. Sometimes the list will be longer or shorter depending on the news from that week. Once again some of the articles may have to do with investing while others may...

 

Friday, February 20, 2015

The French playwright Moliere once remarked, "The duty of comedy is to correct men by amusing them." Saturday Night Live 40th anniversary political special embodies that quote. SNL is for lack of a better term an institution in the...

 

Wednesday, February 18, 2015

This blog will hopefully turn into something that clients and people searching for financial advice and sanity will come to read and enjoy. This blog won't be dedicated only to retirement advice and investing themes or portfolio...