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Posts Tagged ‘BeManaged Newsletter’
Tuesday, July 6th, 2010 by Chad Griffeth, AIF
 The following are some highlights discussed in the July ‘10 Research Newsletter from John Whaley, CFA, AIF, Director of the BeManaged Research Department.
- Second Quarter Ends with a Thud
- Another Review of Long-Term Market Value
- A Picture of Risk
Download the Newsletter
Tags: 401k, 401k investor help, BeManaged Newsletter, investment behavior, John Whaley, personal finance, retirement
Posted in 401k help, Asset Allocation, BeManaged, investing, investment behavior, investment education, retirement | No Comments »
Sunday, May 2nd, 2010 by Chad Griffeth, AIF
The following are some of the highlights discussed in the May ‘10 Research Newsletter from John Whaley, CFA, AIF, Director of the BeManaged Research Department.
- US Stocks Up, Foreign Stocks Down in April
- What Does the Hertz Purchase of Dollar/Thrify Tell Us?
- Red Flags That Deserve Attention
- Unemployment Duration
- Bank Credit
- Sovereign Debt
Download the Newsletter
Tags: 401k, 401k investor help, BeManaged Newsletter, John Whaley, personal finance, retirement
Posted in 401k advice, 401k help, Asset Allocation, BeManaged, investing, investment education, retirement | No Comments »
Thursday, April 1st, 2010 by Chad Griffeth, AIF
The following are some of the topics discussed in this month’s newsletter from John Whaley, CFA, AIF, the Director of our Research Department.
- Stock Gains Accelerate in March
- Trends in Savings and Investments Among Workers
- Use of Stable Value/Money Market Funds and Bond Funds in Your Retirement Portfolio
Tags: 401k, 401k investor help, BeManaged, BeManaged Newsletter, CFA, John Whaley, personal finance, retirement
Posted in 401k advice, 401k help, BeManaged, investing, investment behavior, investment education, retirement | No Comments »
Monday, March 1st, 2010 by Chad Griffeth, AIF
The following are some of the topics discussed in this month’s newsletter from John Whaley, CFA, AIF, the Director of our Research Department.
- Advancing US Dollar Translates to Declining Foreign Stock Returns
- Mutual Fund Fees and the Impact on Your Acccount
- How Does Your 401(k) Account Growth Compare?
Download the March 2010 Newsletter
Tags: 401k, 401k advice, 401k investor help, BeManaged, BeManaged Newsletter, investment behavior, personal finance, retirement
Posted in 401k advice, 401k fee disclosure, 401k help, Asset Allocation, BeManaged, fiduciary, investing, investment education, retirement | No Comments »
Monday, February 1st, 2010 by Chad Griffeth, AIF
The following are some of the topics discussed in this month’s newsletter from John Whaley, CFA, AIF, the director of our Research Department.
- Do Late January Declines Portend the Rest of 2010?
- Remember “Earnings Not as Bad as We Thought?”
- Contributions Never More Critical Than Today
- What Companies and Industries are in Your Portfolio?
Download the February ‘10 Newsletter
Tags: 401k investor help, BeManaged Newsletter, investment behavior, retirement
Posted in 401k advice, 401k help, BeManaged, investing, investment education, retirement | No Comments »
Tuesday, January 12th, 2010 by Chad Griffeth, AIF
Check out our new format! John Whaley, CFA, AIF has produced a great amount of information on the year in review as well as our Research Department’s thoughts on 2010. Some of the topics covered include:
- All Winners, No Losers for the Year
- A Look Back at our Thoughts in 2009
- What Exactly is Irrational Exuberance?
- Interest Rates Spike to End 2009
- Growth Stocks Outperform Value in 2009
- 2010 Earnings to Remain Below Trend; Valuations Remain Historically High
Read the January ‘10 Newsletter
Tags: 401k investor help, BeManaged Newsletter
Posted in 401k help, investing, retirement | No Comments »
Thursday, December 3rd, 2009 by Chad Griffeth, AIF
Preview:
Domestic stocks rose by 6% in November, the eighth monthly rise in the last nine. Foreign stocks gained 2%, and are up almost 30% for the year. Government policies have forced…
Read the BeManaged December ‘09 Newsletter
Tags: 401k investor help, BeManaged Newsletter
Posted in 401k help | No Comments »
Thursday, November 5th, 2009 by Chad Griffeth, AIF
Preview:
It took the United States over two hundred years (1789-1991) to accumulate its first $1 trillion in public debt. From that point, we have added an average of $600 billion to the total annually; in the fiscal year just ended, the Federal government added over $1.9 trillion to our future burden.
Read the BeManaged November ‘09 Newsletter
Tags: 401k investor help, BeManaged Newsletter
Posted in 401k help | No Comments »
Tuesday, October 6th, 2009 by Chad Griffeth, AIF
Preview:
At the end of March, we told clients in our newsletter that “more gains were possible over the next six months.” From April through September, the S&P 500 generated returns seen in only two other periods over the last 40 years. Gains in foreign markets were even larger…
Read the BeManaged October ‘09 Newsletter
Tags: 401k investor help, BeManaged Newsletter
Posted in 401k help | No Comments »
Friday, September 4th, 2009 by Chad Griffeth, AIF
Preview:
Stock market gyrations are a part of life. So is investment behavior in reaction to those swings. Huge market declines like we have suffered until recently chased many participants out of equity funds. And the huge rally we have seen…
Read the BeManaged September ‘09 Newsletter
Tags: 401k investor help, BeManaged Newsletter
Posted in 401k help | No Comments »
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