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Category Archive for: ‘Financial Planning’

  • Morningstar Investment Conference

    This was our second year attending the Morningstar Investment Conference in Chicago, which brings together some of the major thought leaders in our industry.  Listed below are a few of the conference’s outstanding speakers: Larry Fink, CEO of Blackrock Jack Bogle, founder of Vanguard Michael …

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  • Corporate Debt Management

    Corporate America Should Consider a Debt Reduction Diet

    As the rest of America considers diet and exercise to shed those recently acquired pounds from the holidays, corporate America should consider their own diet: a debt reduction diet. As we have mentioned in previous blogs, debt overstates your current standard of living while reducing …

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  • 6093690339 A09493f126 Financial Planning

    Reasons for Continued Stock Market Volatility

    The recent bounce in U.S. stocks has been welcomed after the tumultuous January and most of February 2016.  Does this mean that we will race back to the S&P 500 market high of last year?  Of course short term market forecasting can be a futile …

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  • 11431740684 7a83a4e13b Volatility

    Good Read

    The last two weeks can definitely be defined as volatile. The financial press attributed the volatility to China, the price of oil, and investor sentiment.  A number of people are not only questioning why China should move the US market but also why one should …

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  • Ef35b40b2af51c3e81584d04ee44408be273e7d219b2154593f1 640 2015 Calendar

    Recap of 2015

    January 2015 started out with such high hopes for a lot of forecasters. Top forecasters projected that the S&P 500 index would end somewhere between 2100 to 2350 by December 2015.  However the S&P 500 ended in the red for the first time since 2011 …

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  • Screenshot 2014 02 14 14.14.42 300x180

    Why Should The Number 98 Scare You?

    Why Should The Number 98 Scare You? On Tuesday February 11th the House voted to increase the debt limit.  The general consensus is that the Senate will pass the measure without any strings for deficit reduction.  The latest numbers from the Federal Reserve show that …

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  • Screenshot 2014 01 08 15.04.08 300x246

    Free Enterprise System

    Let’s bring the term “Free Enterprise System” back in vogue. If you are my age or older, you probably remember the term “ Free Enterprise System” being taught in schools.  We were taught that if people have economic freedom that the economy will perform better …

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  • Fredgraph

    Live Below Your Means

    If you would be wealthy, think of saving as well as getting. –Benjamin Franklin Franklin had it right.  You can accumulate funds when you live below your means.  Savings doesn’t just have personal implications.  It has national implications as well.  Saving enhances a nation’s banking …

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  • Unemployed Underemployed

    Unemployed / Underemployed

    What is the unemployment rate? Most people would answer somewhere in the seven percent range. However, this number leaves out the discouraged worker, the underemployed (people who are working in a job less than their previous occupation) and the part-time work worker who did not …

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  • Welcome to Economically Speaking

    A blog dedicated to commentary on the major economic issues of our day. Monetary policy, demographics and overall market conditions are just a few of the items that will be addressed in the blog. My name is Monte Byrd and I have provided investment and …

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