Author Archives: J.Wenger

Weekend Reading – Personal Finance, Money Management, and Investing

Personal Finance More money, more problems: Being a millionaire at 35 is a letdown? (Business Insider) Money Management Schwab’s New  Intelligent Portfolios: Are they worth it? (HuffPo) Investing Income Investing – The Value of Dividend Growth (DGI) Growth Investing – … Continue reading

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Market Insight from Howard Marks

The latest memo from Mr. Marks covers his thoughts on “liquidity” in today’s markets, or the ability for me and you to sell our investments at the prices we see on our screens.  As with everything in the investing world, … Continue reading

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Market Insight from JP Morgan – 2nd Quarter 2015

JP Morgan Asset Management updated their quarterly market outlook, as of March 31, 2015, for the latest installment of ‘Market Insights’.   Each quarter, you can find this little gem of a PDF on JP Morgan’s Asset management website, including … Continue reading

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Weekend Market Outlook

Market Outlook entering the Week of April 5th = Uptrend @ Risk MOVING AVERAGES Short-term (20 DMA): Mixed With the exception of the Russell 2000, all the major stock market averages rose above, and then fell below their 20-day moving … Continue reading

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Weekend Reading – Personal Finance, Money Management, and Investing

Personal Finance Live YOUR Life (A Wealth of Common Sense) Money Management How much cash is too much cash? (US News) Investing Income Investing – Taxable vs Tax-Deferred Accounts (DGI) Growth Investing – Should I buy 1 share of Berkshire … Continue reading

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Weekend Market Outlook

Market Outlook entering the Week of March 29th = Uptrend @ Risk MOVING AVERAGES Short-term (20 DMA): Sell Signal All the major stock market averages fell below their 20-day moving averages Intermediate (50 DMA): Sell Signal Three of the five … Continue reading

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Weekend Reading – Personal Finance, Money Management, and Investing

Personal Finance Society of Grown-Ups – Couples Finance (Yahoo) Money Management Low Interest Rates?  Get Used to Them (Bloomberg) Investing Income Investing – Do stock charts help income investors? (DGI) Growth Investing – Old age doesn’t kill bull markets (Dr. … Continue reading

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