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Author Archives: Joel Wenger
Market Insight from JP Morgan – 3rd Quarter 2013
The latest installment of JP Morgan Asset Management’s quarterly market outlook is out. Each quarter, you can find this little gem of a PDF on JP Morgan’s Asset management website; a downloadable “Guide to the Markets”. And if that isn’t … Continue reading
What’s your investor type?
You’ve read about the 5 types of individual investors (and if you haven’t, take a quick look). Well here’s a funnier take from Howard Lindzon, called “What type of financial investor are you?”. He creates 7 new investor types…and readers … Continue reading
Happy Birthday Invest Safely!
Invest-Safely.com turns 4 years old today. Four years…really…when did this happen? The site wasn’t even close to the first one on investing. And I’m sure it won’t be the last. Hopefully, you’ve found the information useful, and forgiven my occasional … Continue reading
Investing Performance
The next time someone tells you how great their investments are doing, remember this cartoon:
One Year Lived – A Lesson in Goal Attainment
“If you wonder whether an odyssey like mine is financially realistic for you, I answer with a resounding yes.” – Adam Shepard A few weeks back, Adam Shepard , the author of “Scratch Beginnings”, reached out to me concerning his … Continue reading
Posted in Other Blogs, Personal Finance
Tagged Adam Shepard, One Year Lived, personal finance
2 Comments
Market Insight from JP Morgan – 2nd Quarter 2013
Time for the latest installment of market insights from JP Morgan Asset Management’s quarterly market outlook. Each quarter, you can find this little gem of a PDF on JP Morgan’s Asset management website; a downloadable “Guide to the Markets”. And … Continue reading
Posted in Current Events, Historical Data, Investing
Tagged asset allocation, fundamental analysis techniques, JP Morgan, technical analysis, technical analysis techniques, US Stock market
Comments Off on Market Insight from JP Morgan – 2nd Quarter 2013
Early Retirement Investing – Fact or Fiction
I found an interesting point/counterpoint on early retirement. Interesting because both articles reference plans, goals, timing, and risk, but from different perspectives. I recently had the opportunity to participate in a career development seminar with young professionals (early to mid … Continue reading
Posted in Current Events, Historical Data, Other Blogs
Tagged investing strategies, retirement, retirement investing
2 Comments


