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MONEY matters

Mark Zaifman's thoughts on money, global economic trends and politics
5 Tips for Managing your Cash Flow in Retirement During a Recession
Mark Zaifman   |    Mon, Jul 01, 2019 @ 03:31 PM

The latest economic guessing game these days is predicting when the next recession will occur in the U.S.

Last week, I had the opportunity to attend a mid-year market outlook conference at Charles Schwab headquarters in San Francisco.  There were four panelists; two from the equity side and two from the bond side of the investment world. Liz Ann Sonders, the Chief Investment Strategist for Schwab, was on the equity ‘team’. All four panelists agreed on two major themes; the global economy continues to slow down, and that a recession starting in early 2020 is a very likely possibility.
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Investors Buckle-up; 2017 Looks to be a Wild Ride in the Markets
Mark Zaifman   |    Tue, Dec 20, 2016 @ 10:59 AM

 

 The stock market has long been considered a leading economic indicator. Given the recent stock market rally since the election, it’s fair to believe 'the market' is sending a clear signal of what’s to come in 2017. Oh, but if only it was that easy.

One of the best money articles I read post-election in terms of what do I do now with my investment strategy was written by Ron Lieber of the Times in his Your Money column titled One Crucial Investing Question: Are Your Goals Different Now? Thankfully, this article makes you think long and hard before you decide to change your portfolio strategy.

 

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Long-Term Investing - Why 5 Days Over 10 Years Have Made All the Difference
Mark Zaifman   |    Tue, Feb 16, 2016 @ 10:26 AM

These past couple months, and especially the past few weeks, have been particularly nerve racking for investors. With memories of the last stock market crash still etched into our collective psyches, it’s challenging, even for disciplined long-term investors, not to get caught up in the frenzy.

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A Market Decline is Temporary-Selling at a Loss is Permanent
Mark Zaifman   |    Mon, Jan 18, 2016 @ 11:31 AM

Here we go again…..up, down, up, down. If this stock market roller coaster ride has you feeling anxious, you’re not alone.

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Sticking with Your Financial Plan When the Going Gets Tough
Mark Zaifman   |    Wed, Sep 30, 2015 @ 02:38 PM

Next week, your monthly investment statements will arrive via mail or email. And unless your portfolio has been invested 100% in Treasury Bonds, you’re going to see unrealized losses on your statement, as it’s been a terrible month/quarter in the stock market.

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Keeping Stock Market Volatility in Perspective
Mark Zaifman   |    Thu, Sep 03, 2015 @ 10:02 AM

It’s often impossible to explain stock market volatility until long after the dust has settled. And these past couple weeks of volatility are no different.

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Your Investment Strategy-Never Confuse Risk Tolerance with Risk Capacity
Mark Zaifman   |    Fri, Jul 03, 2015 @ 11:12 AM

 

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Vanguard's John Bogle on including International Stocks in Your Portfolio
Mark Zaifman   |    Thu, Feb 05, 2015 @ 12:07 PM

Should you include international stocks in your investment portfolio? If yes, how much? If no, why not?

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Why Waiting for the Perfect Time to Develop a Financial Plan is Risky Business
Mark Zaifman   |    Thu, Jan 15, 2015 @ 03:37 PM

 

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5 Reasons Stock Market Volatility Makes You a Smart Long-Term Investor
Mark Zaifman   |    Mon, Oct 20, 2014 @ 05:57 PM

If recent stock market volatility has you wanting to hide under the covers, you’re not alone. The 2009 stock market crash was a traumatic experience for investors as many watched their life savings plummet dramatically in a relatively short period of time.

And now, with the recent volatility, memories of those scary days still haunt many an investor that rightfully so, remains traumatized from that roller coaster ride from hell back in 2009. The thought that runs through many a mind in times of high volatility and high anxiety like we’re currently experiencing; is this going to be a repeat of 2009?

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