Investment Advisor

Top-Down vs. Bottom-Up Approach

January 23, 2012

January 2012: the US market is off to a good start. It’s hard to predict what the rest of the year will bring, but indicators like the Santa Claus rally and the January Effect are working. There is no fundamental basis that the “January Effect” or “Santa Claus Rally” will bring success in 2012. Sectors [...]

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AUSAX: Columbia Acorn USA Fund

January 16, 2012

Is the Columbia Acorn USA Fund (symbol AUSAX) available in your retirement plan at work? AUSAX may be available in your deferred compensation plan or your 401k plan. In the many retirement plans I have reviewed, the Columbia Acorn Fund is one of the more popular funds — meaning, it is often offered as one [...]

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Santa Claus Rally and 2012 January Effect

January 14, 2012

Two old sayings can harm your investment returns and your 401k at work: “January sets the tone for the entire year” and “the first five trading days set the tone” for the whole year do not always work. We are off to a good start so far in 2012, but predictions are a slick way [...]

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Volatility in the Marketplace Podcast

January 9, 2012

Podcast January 9, 2012 Even though the Standard & Poor’s 500 Index was essentially flat (up less than one percent) in 2011, we witnessed the most volatility in recent memory. However, the volatility might NOT be coming from the daily news that so many feel are driving the markets. In Bear markets (and we are [...]

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Sell Signals: Point and Figure Videos, vol 3

January 7, 2012

If you have not seen the first video on the origins of Point and Figure Charts, I suggest you head over and watch the video, it is just a few minutes long. This video covers how sell signals are created on a point and figure chart. Buy signals and sell signals on point and figure [...]

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Managing Money in 2012: What Investors Need

January 3, 2012

I have been helping individuals manage their money for over twenty five years. Actually longer — if you count the days I spent with EF Hutton, before becoming a licensed stockbroker. I have seen everything, so I will not recount the glory days and the gory days here. We all have our war stories. Along [...]

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Point and Figure Chart Videos: vol 1

December 27, 2011

Following the first point and figure video, this lesson in point and figure charting builds on a practice begun in the 1880′s by Charles Dow. I would also add the following: Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific [...]

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Insurance Companies and the Enstar Group – ESGR

November 22, 2011

In this video, recorded November 18, 2011, we take a look at Enstar Group, ticker symbol ESGR. And by way of comparison, also take a peek at other insurance companies in the sector. All insurance companies are unique, so it is very hard to line up peers when trying to compare names. But it is [...]

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Are Point and Figure Sell Signals Bad?

November 15, 2011

What generates a sell signal on a point and figure chart? The easy answer is “the price going down!” And you would be right. But that’s kind of a “flip” response. The number one question I get asked is “Tom, tell me WHY the stock is going down!” That’s a tougher question to answer. Since [...]

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