Mission Statement
A Critical Check List
For Your Financial Security
Investing Strategies & Updates
Note Just a sample of frequent market updates sent to clients
If interested in receiving by e-mail send a note to
dave@davecfp.com
PDF Files
2012 Bond Outlook
January 2012 Investment & Economic Outlook
January
2012 Europe and China Update
Action Plan
December 2011 European Debt
Crisis and Bank
Risk.
November 2011 Investment Update
2012
Retirement Plan Limit Changes
3rd Quarter Update and
Outlook
Investors Told to Flock to Dividend Paying Stocks
But for the right reasons?
Housing Update
No Good News & Banks Face Massive Lawsuits
Computers vs. Traders –
“Quote Stuffing”
Are
Computers Unfairly Winning?
August 2011 Examples - It appears that computers often locked out humans in
massive up and down market swings.
Subpoenas Go Out to High-Speed Trade Firms.
Women and Retirement
Perceptions
Mid Year 2011
Market & Economic Update
June 2011 A Tale of Two
Recoveries
Tiffany "Big Corps" & Bankers Back to Good Times
"Main Street" in Slower Recovery
Index Fund (Passive)
Investing vs.
Analysts’ (Active) Stock Selections
Past
Performance vs. Future Results
of Investment/Asset Managers
"Sell in May and Go Away"
homily facts
The Bad Math of Investment Losses
April
2011 Market and Economic Update
Senior
Secured Floating Rate Loans
Money Funds - Lessons from the
Lehman Crisis
New Requirements to Reveal "Shadow Prices" & Other New Regulations =Lower returns
pdf file
Market
& Economic Update - January 2011 - Still a Buying Opportunity pdf file
Sharp Improvements in Economic Data – Diluted Market Response So Far
Retirement Security Issues
MAXIMIZE YOUR FAMILY'S FUTURE INHERITANCE
Reduce
Income Taxes
The Tax Trap of Joint Tenant Ownership vs.
Community Property with Right of Survivorship
The Importance of Our Participate Yet
Protect Philosophy
We Take Downside Risk as Serious As you SHOULD!
Wealth Building Over
Time Charts
& Why Timing is Important
Risk Management including insurance
Long-Term Care
Insurance
Often Critical for Asset Protection