It’s time to start looking at the roadmap. The roadmap I am speaking of here is the financial roadmap for 2009. Unlike planning a road trip, knowing where you are going to turn before you start doesn’t apply to investing. Nobody can predict all of the twists, turns, and forks in the [...]

The New Year is almost here, and soon we’ll all be making our list of New Year’s resolutions. I got a head start on mine for 2009, and here’s just a sneak peak at what I want smart investors to resolve to do next year: I will prepare my family for a tough economic [...]

Now that the election is in the books, Wall Street can refocus on corporate America’s books. Unfortunately, those books aren’t going to be an uplifting read. All of the major economic metrics will likely be much lower in the fourth quarter, and that’s following an already dismal third quarter. The unemployment rate will likely [...]

You already know we’re in the midst of the greatest financial crisis since the Great Depression. We’re living through a financial hurricane. I know many of you are feeling extremely anxious about your investments, your income streams and your financial future. That’s why I have posted my latest free seminar to download entitled: The Election, [...]

As much as I hate to tell you this, I think at this point Congress is going to have to approve this $700 billion dollar bailout proposal lest we face a virtual crash in our financial markets. All of this talk about the next “Great Depression,” if we don’t act right now, likely will have a [...]

Making money in the market is not just a matter of buying a good stock, mutual fund or exchange-traded fund (ETF) and then watching it go higher. These days, you’re likely to have more success by investing on the short side of the equity ledger. Now when I talk about investing on the short side, [...]

As a subset of my lemon list research I have decided to pick out a broadly held mutual fund family and rate their funds according to objective criteria.  The American Funds is one of the biggest fund family’s in the nation with thousands of investors assets in their care. You can download my American Funds research [...]

I invite all of my readers and listeners to download the quarter ending ETF Report as of June 30, 2008 by clicking here.   We have grouped the universe of ETF offerings by investment objective, sector and country. These data-rich listings tell you the name of the ETF; its ticker symbol; the most recent closing [...]

Active management used to be the exclusive province of the mutual fund industry, but thanks to some new exchange-traded funds (ETFs), those days of exclusivity are over. Actively managed mutual funds frequently do not outperform market averages, so it remains to be seen how actively managed ETFs will fare under a loosening of their traditional focus [...]