Archive for February, 2012

HOW MUCH RETIREMENT INCOME WILL YOU REALLY NEED?

Presented by: Mark Lund, The Investor Coach February 27, 2012

Many people underestimate lifestyle costs, medical expenses and What is enough? What is not enough? If you’re considering retiring in the near future, you’ve probably heard or read that you need about 70% of your end salary to live comfortably in retirement. This estimate is frequently repeated, but that doesn’t mean it’s true for everyone; [...]

Economic Update for February 27, 2012

Presented by: Mark Lund, The Investor Coach February 27, 2012

WEEKLY QUOTE “Love is the master key that opens the gates of happiness.” – Oliver Wendell OIL APProaches $110 PER BARREL As NYMEX crude futures settled at $109.77 Friday, economists wondered how the U.S. consumer might cope if $5 gas became a reality. Spurred by supply concerns and heightened tensions over Iran’s nuclear program, crude had [...]

Economic Update for February 20, 2012

Presented by: Mark Lund, The Investor Coach February 20, 2012

WEEKLY QUOTE “In times of rapid change, experience could be your worst enemy.” – J. Paul CONSUMER PRICES UP 0.2% for January Major factors in this increase in the Consumer Price Index include a 0.9% rise in the price of clothing as well as rising rents and healthcare costs. Core CPI also rose 0.2% in January. [...]

NEW DOL FEE DISCLOSURE RULES FOR 401(K)S

Presented by: Mark Lund, The Investor Coach February 14, 2012

New regulations mean plan sponsors will have to be more 401(k) plan sponsors will need to become 401(k) plan analysts. The Department of Labor is implementing new regulations for 401(k)s this year to address some longstanding issues. The intention is to make indirect plan costs visible and leave plan participants better Beginning April 1, the [...]

Economic Update for February 14, 2012

Presented by: Mark Lund, The Investor Coach February 14, 2012

WEEKLY QUOTE “A successful person is one who can lay a firm foundation with the bricks that others throw at him or her.” – David WILL THE MORTGAGE ACCORD BRING MUCH RELIEF? While the $25+ billion settlement reached last week between five large mortgage servicers and 49 states was momentous, it may not help many borrowers [...]

Don’t Buy Stuff

Presented by: Mark Lund, The Investor Coach February 9, 2012

Here is a humorous clip from Saturday Night Live with Steve Martin. This clip deals with the issue of debt. The humor lies in the truth. Don’t buy stuff you can’t afford. Feel free to forward this on to your children and grandchildren. We all need a good laugh.

The Dark Side of Investing

Presented by: Mark Lund, The Investor Coach February 9, 2012

Take a glimpse into the dark-side to witness the confusion and horror in an investor’s life. This fun 6 minute video will show you how information overload can harm you as an investors. In the quest for peace of mind about investing many investors turn to various sources of so-called “expert” information. The most common places [...]

How the really smart money invest

Presented by: Mark Lund, The Investor Coach February 9, 2012

Watch this video and you will learn how to become a successful investor and glean a true understanding of the dynamics of this process. Society improves through academia, yet, sadly, many people make investing decisions based on the appeal of a slick marketing campaign or a well produced television commercial. The key to successful investing [...]

THE FACEBOOK IPO

Presented by: Mark Lund, The Investor Coach February 6, 2012

The frenzy is building. Should you Anticipation is high. Facebook filed an S-1 form with the Securities and Exchange Commission on February 1, taking its first big step toward going public. It aims to raise $5 billion through its upcoming IPO. Some of the details from the S-1 Facebook’s revenue climbed from $777 million in [...]

Economic Update for February 6, 2012

Presented by: Mark Lund, The Investor Coach February 6, 2012

WEEKLY QUOTE “If you would be loved, love and be lovable.” – Benjamin JOBLESS RATE DOWN TO 8.3% Are we seeing a trend here? The unemployment rate has now fallen 0.8% in the last six months. We haven’t seen a descent this sharp and swift since 1984. January hiring blew away forecasts: the Labor Department said [...]