Author Archive
Thursday, April 30th, 2009 by Cass Chappell, CFP®
It has been called "The Fastest Two Minutes in Sports" and, of course, "The Run for The Roses". The Kentucky Derby is my favorite sporting event of the year and a ...
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Tags: Churchill Downs, Edgar Prado, Fastest Two Minutes in Sports, First Saturday in May, I Want Revenge, Joe Talamo, Kentucky Derby, Run for the Roses
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Tuesday, April 7th, 2009 by Cass Chappell, CFP®
On March 9, 2009 the Dow Jones Industrial Average closed at 6547.05.
Today, April 7, 2009 the DJIA closed at 7789.56 - almost 19% higher.
The attached slide meets my criteria for posting ...
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Tags: Bear Markets, DJIA low, March 9th 2009, market bottom, Market lows
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Thursday, March 5th, 2009 by Cass Chappell, CFP®
I have been searching for ANY silver lining to the current stormy clouds that almost all investors have been weathering.
2010 should be an exciting year for investors who are still saving ...
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Tags: 401k, Conversion, income tax, IRA conversion, Retirement Planning, Roth conversion, Roth IRA, stock market investing, tax deductible, tax planning
Posted in Financial Planning, Investments, Roth IRAs | No Comments »
Tuesday, January 20th, 2009 by Cass Chappell, CFP®
I turn 35 in less than a month. To me, the significance of an event can be judged by whether one remembers where they were when the event occurred. "Snapshot Events" ...
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Tags: 80's T.V., Barack Obama, Gulf War, history, Inauguration, Len Bias, MASH, Memories, Mike Tyson, new President, Obama, Presidential Inauguration, Princess Diana, significant events, Snapshot events, Televisions
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Wednesday, January 14th, 2009 by Cass Chappell, CFP®
As financial planners, we are frequently asked about “sustainable withdrawal ratios”, or in other words, “How much money do I need to retire?”
It seems as if there are as many articles ...
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Tags: 2008, investing for the long haul, market history, market swings, nest egg, Retirement Income, retirement philosophy, Retirement Withdrawals, stock market investing, sustainable withdrawal ratio, William Bengen, Year in Review
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Thursday, November 20th, 2008 by Cass Chappell, CFP®
The major stock market index has closed today at an 11 ½ year low. The S&P 500 closed at a level not seen since April 14, 1997.
Since our week-long, daily barrage ...
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Tags: 1997, Diversification, investing fundamentals, investing success, investor patience, market crash, market drop, S&P, S&P 500
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Monday, November 17th, 2008 by Cass Chappell, CFP®
"What can I do to capitalize on the current market downturn?"
A frequent recommendation, which affects most of our clients, is to consider increasing retirement contributions. If you can afford to increase ...
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Tags: 401k, Contributing to a 401(k), Investing, Matching contributions, max out, stock market
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Tuesday, October 28th, 2008 by Cass Chappell, CFP®
We have all heard that "those who don't study history are bound to repeat it" or something similar. This attachment is an excerpt from a letter written in 1974 by Jim ...
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Tags: 1974 bear market, Against the Tide, American Funds, bearishness, Economic crisis, history repeating, market bottom, market history, market pessimism, Perspective
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Tuesday, October 21st, 2008 by Cass Chappell, CFP®
Per the October 20, 2008 edition of Barron's, Warren Buffett revealed that he was now buying US stocks in his personal account (which had previously been invested solely in US Treasuries). ...
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Tags: Barron's, Oracle of Omaha, Profit Records, Raising the Roof, Treasuries, US Stocks, Warren Buffett
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Tuesday, October 21st, 2008 by Cass Chappell, CFP®
Last week the Dow Jones Industrial Average had its best week since March 2003, up 4.8%. What is particularly noteworthy about the week was that it included the best day since ...
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Tags: angry coach, fundamentals, Investing, Lou Holtz, Market Volatility, stock market investing, Volatility
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