Author Archives: Joel Wenger

Weekend Reading – Personal Finance, Money Management, and Investing

Posted on August 8, 2015 by Joel Wenger

Personal Finance That’s called deflation (The Big Picture) Money Management Sorting through garbage investing advice (WaPo) Investing Income Investing – Buying into recent market weakness (DGI) Growth Investing – Stocks remain overvalued (Advisor Perspectives) Odds and Ends Cool…but really creepy (Verge)

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Weekend Market Outlook

Posted on August 2, 2015 by Joel Wenger

Market Outlook entering the Week of August 2nd = Mixed MOVING AVERAGES Short-term (20 DMA): Mixed  3 of the 5 major stock market averages rose above their 20-day moving averages.  The DJIA, Russell 2000 remained below. Intermediate (50 DMA): Mixed  2 of … Continue reading →

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Weekend Reading – Personal Finance, Money Management, and Investing

Posted on August 1, 2015 by Joel Wenger

Personal Finance  Closed-end funds look pretty cheap (Investmentnews.com) Money Management A look at Electronically Traded Notes for Low-Cost exposure to Master Limited Partnerships (MorningStar) Investing Income Investing – Managing your dividend portfolio (DGI) Growth Investing – The thing about flat stock markets … Continue reading →

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Market Insight from JP Morgan – 3rd Quarter 2015

Posted on July 31, 2015 by Joel Wenger

JP Morgan Asset Management updated their quarterly market outlook, as of June 30, 2015.  For the latest installment of ‘Market Insights’, click on the picture or any of the links below. Each quarter, you can find this little gem of a … Continue reading →

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Weekend Market Outlook

Posted on July 26, 2015 by Joel Wenger

Market Outlook entering the Week of July 26th = Long-term uptrend under pressure MOVING AVERAGES Short-term (20 DMA): Sell Signal 4 of the 5 major stock market averages fell below their 20-day moving averages. Intermediate (50 DMA): Sell Signal 4 of the 5 … Continue reading →

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Weekend Reading – Personal Finance, Money Management, and Investing

Posted on July 25, 2015 by Joel Wenger

Personal Finance Should you still own bonds? (Fidelity) Money Management Tactical Asset Allocation Portfolios – Updates for July (Investing for a Living) Investing Income Investing – Sector Allocations for Dividend Investments (DGI) Growth Investing – S&P500 Snapshot (AdvisorPerspectives) Odds and Ends “Tower, this is … Continue reading →

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Weekend Market Outlook

Posted on July 19, 2015 by Joel Wenger

Market Outlook entering the Week of July 19th = Uptrend MOVING AVERAGES Short-term (20 DMA): Buy Signal All of the major stock market averages rose above their 20-day moving averages. Intermediate (50 DMA): Buy Signal 4 of the 5 major … Continue reading →

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