ZZzzzzzzz….wake me up when the market decides to go somewhere…anywhere! So far 2015 has been filled with ups and downs, but with no clear direction either way. We hit a new record high on the S&P500 in late February, not long after bouncing off of lows we’ve had back as …
How Do I Know If I’m On Track You’re saving and investing. You feel that you are working towards your financial goals. But how do you know? Here are FIVE quick steps you can do to “take your financial pulse” and help make sure you stay financially healthy. Check Your …
Better, much better. As expected (or at least hoped for), we got a bounce off of the January dip through the end of February. We also saw the NASDAQ hit 5000 for the first time since the “tech bubble” of 2000. But this time it has a much more reasonable …
We here at Shadowridge have spent much of the month of January reviewing our strategies closely, and looking for ways to be more efficient. One of the ways has been to consolidate lesser-used strategy variations into a single model. For example, we had three variations of our Defensive Allocation model. …
If you’re filing your 2014 taxes and thinking, “why am I paying so much in taxes?” – Here are FIVE TIPS to help you take advantage of potential tax-saving opportunities that are out there. After all, “it’s not what you make but what you keep that counts” – so it’s …
Happy New Year everyone! Well, that was quite an unusual December. The Market was up, then down, then even (it finally closed at a slight loss, but only by -0.25%). Oil prices keep dropping, which has been great for consumers in general. The main drawback is that low prices …
Here comes Santa Claus (rally)!! December is a time of laughter, joy and a high probability of good stock market returns. Since 1926, the average December return of the S&P 500 has been positive over 70% of the time. December also has the highest monthly average % increase, at 1.8% …
We often get asked, what’s the difference between a Roth IRA and a Traditional IRA? There are several key differences. Here are THREE YOU SHOULD KNOW: Taxation. It’s basically a question of “now or later?”. With a Traditional IRA, you get a tax break today and you pay taxes later …
October, what a ride! For those who stuck it out in the US markets, courage was rewarded by month-end. This was in line with our expectations, not only due to the time of year, but also because the selloff seemed more in sympathy to foreign markets than based on any …
Well, as expected, September turned out to be negative (down around 1.4% for the S&P500). Thankfully, not by much. However, October started out like it wanted to be in on the action, finishing the job that September started. This is fairly typical of “spooky” October. Like a mischievous uncle, it …
