March28

Stage 3 Investor Angst: Rate Rage

We have now entered the third stage of the psychological condition known as “Investor Angst”. As a reminder, stage one began nearly two years ago, with the “Taper Tantrum“. On May 22, 2013, the Federal Reserve announced that it would begin tapering its bond and mortgage backed securities program. The news freaked out investors and they
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March27

#212 Asset Allocation, Taxes

The show may be called “Jill on Money“, but listeners know that the man without the microphone – Mark – is the center of the action. This weekend, we help the best producer in the world with the asset allocation for his IRA rollover. Download the podcast on iTunes Download the podcast on feedburner Download
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March24

Why We’re Lousy Investors

Despite the best efforts of the financial services industry, not to mention the coterie of press outlets slavishly devoted to the professionals that populate the field, investing should not be very complicated. We can break down the process into six steps: Figure what you are trying to accomplish and be concrete. For example, “I want
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March21

#211 Retirement Investing, Identity Theft

Another week, another announcement of identity theft. This time, it was Premera Health customers, next time, it could be you. Because of the seemingly endless number of incidents, we decided to re-air our interview with nationally recognized expert on credit reporting, credit scoring and identity theft, John Ulzheimer. Download the podcast on iTunes Download the podcast
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March16

Spring Cleaning for Your Money

The much-anticipated beginning of spring comes amid the heart of tax season, which makes now a great time to conduct spring cleaning for your money! So get out your broom and your supplies, because we’re going to cover a lot of ground! Taxes: If you received a tax refund of more than $1,000, your first
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March15

Will Dollar Surge Make Fed More Patient?

It’s time to book a trip to Europe! The U.S. dollar surge is grabbing attention, as the greenback soared to a 12-year high against the euro last week. As a reminder, the strength of a country’s currency is a reflection of its overall economic strength. While US growth is not exactly robust, even with its
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March13

#210 Retirement Planning for Women

In honor of the recently-celebrated International Women’s Day, guest Jennifer Landon, founder and president of Journey Financial Services, says that there are specific – and distinct – issues that women need to consider when planning for retirement. She urges them to consider “hybrid” retirement and to have contingency plans. Download the podcast on iTunes Download
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March07

Investor Lessons from Market Anniversaries

This week we are celebrating two stock market milestones: March 9th was the six-year anniversary of the 2008-2009 bear market closing low (on 3/9/2009, the Dow Jones Industrial Average was at 6547, its lowest level since April 15, 1997; the S&P 500 was at 676, its lowest level since Sept 12, 1996; and the NASDAQ
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March07

Feb Job Growth Strong, Wage Growth Pokey

After a slight delay, the Labor Department reported that the economy added 295,000 jobs in February, ahead of estimates for 230,000 and better than the average monthly gain of 266,000 over the past year. January’s result was revised down by 18,000 but December’s strong 329,000 was unchanged. Even with the downward revision, payrolls are still
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March06

#209 Investment Advice, Retirement Investing

Bruce kicked off the show with a discussion about how to manage his “fun money” account in conjunction with his advisor-directed funds. One idea is to let the pro do what he or she does best and then you can use the secondary account to fill in the asset allocation gaps. Download the podcast on iTunes
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