JEFF’S BLOGS

  • Markets Recover from Summer Swoon

    November 2015, Mike Loewengart, VP of Investment Strategy, PRINT Equity markets surged in October, even as the U.S. Federal Reserve opened the door wider to a possible December rate hike. U.S. large-cap stocks rallied over 8% during the month, outperforming small caps. Outside the U.S., developed and emerging markets showed impressive gains, each up more […]

    Posted at January 13, 2016 » By : » Categories : Commentary & Insights » 0 Comment
  • Markets Prepare for Expected Rate Hike

    December 2015, Economists say it may be coming in December. Are you ready? The Facts: Global markets ended up mixed in November after a fairly wild ride. Here’s why. The Fed signaled it may likely raise interest rates at its December 16th meeting, leading investors to reassess bonds, income-producing stocks, and other assets. Plus, the […]

    Posted at January 13, 2016 » By : » Categories : Commentary & Insights » 0 Comment
  • New Year 2016: Looking Back, Moving Forward

    January 2016, Mike Loewengart, VP of Investment Strategy, E*TRADE Capital Management PRINT The Facts: There were lots of ups and downs in the markets in 2015. Unfortunately, by the time December came to close, there were a few more downs than ups. Although the S&P 500 actually posted a slight gain, it was the index’s […]

    Posted at January 13, 2016 » By : » Categories : Commentary & Insights » 0 Comment
  • Broadening The Borders Of Your Portfolio

    by James E. McWhinney, Investopedia2 PRINT One of the primary reasons for the popularity of international investing can be summed up in one word: diversification. Foreign markets provide access to a considerable number of investment opportunities, such as emerging markets and specialized regional economies. In fact, although the United States is the world’s largest stock […]

    Posted at January 13, 2016 » By : » Categories : Education Resource » 0 Comment
  • Identifying Trends

    Stocks tell a story if you know what to look for.  Learn to how to identify simple technical patterns.

    Posted at January 13, 2016 » By : » Categories : Education Resource » 0 Comment
  • How To Pick A Good Mutual Fund

    by Glenn Curtis, Investopedia2 PRINT Are you thinking about investing in a mutual fund, but aren’t sure how to go about it or which one is the most appropriate based on your needs? You’re not alone. However, what you may not know is that the selection process is much easier than you think. Read on […]

    Posted at January 13, 2016 » By : » Categories : Education Resource » 0 Comment
  • Getting Started In Stocks

    by Jim Mueller, Investopedia2 PRINT So you’ve decided to invest in the stock market. Congratulations! In his 2005 book “The Future for Investors,” Jeremy Siegel showed that, in the long run, investing in stocks has handily outperformed investing in bonds, Treasury bills, gold or cash. In the short term, one or another asset may outperform […]

    Posted at January 13, 2016 » By : » Categories : Education Resource » 0 Comment
  • What is an Option?

    OIC2 PRINT Introduction Options are financial instruments that can provide you with the flexibility you need in almost any investment situation you might encounter. Options give you options by giving you the ability to tailor your position to your own situation. You can protect stock holdings from a decline in market price. You can increase […]

    Posted at January 13, 2016 » By : » Categories : Education Resource » 0 Comment
  • Introduction To Exchange-Traded Funds

    Investopedia2 PRINT Exchange-traded funds (ETFs) are a type of financial instrument whose unique advantages over mutual funds have caught the eye of many an investor. If you find the tasks of analyzing and picking stocks a little daunting, ETFs may be right for you. In this article we define ETFs, highlight their advantages, and list […]

    Posted at January 13, 2016 » By : » Categories : Education Resource » 0 Comment
  • Mutual Funds: Understanding Their Appeal

    Morningstar2 PRINT 1. They don’t demand large up-front investments. If you had just $1,000 to invest, it would be difficult for you to assemble a varied basket of stocks or bonds on your own. For example, with $1,000, you could buy one share of stock from the largest U.S. company, then one from the next […]

    Posted at January 13, 2016 » By : » Categories : Education Resource » 0 Comment