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May 01, 2008

The Strategic Petroleum Reserve: Stop Filling It!

"On April 10th, Senator McCain stated that the Bush Administration should halt oil purchases for the Strategic Petroleum Reserve (SPR). He makes a very good point. Over the last eight months..."

To read the rest of  Lincoln Anderson's newest market update, please click on the link below:

http://www.mwboone.com/blog/LincolnAnderson_SPR.pdf

April 18, 2008

Northwesterners Using Less Gas

"Residents of Washington, Oregon, and Idaho cut per capita gasoline consumption by 11 percent from 1999 to 2007, or nearly a gallon a week on average, according to a new report by Sightline Institute, a sustainability think tank".

To see the rest of this Puget Sound Business Journal article, please click on the link below:

http://www.bizjournals.com/seattle/stories/2008/04/14/daily27.html?f=et80&ana=e_du

April 16, 2008

MWBoone & Associates' Aimée Huff, CFP, CFA on King 5 News

On Friday March 14, 2008, King5 News did a piece on the current market situation and interviewed MWBoone's & Associates own Aimée Huff, CFP, CFA for the piece. Please click on the link below to see the full clip:

http://www.king5.com/video/index.html?nvid=227257

Continue reading "MWBoone & Associates' Aimée Huff, CFP, CFA on King 5 News" »

April 02, 2008

Lincoln Anderson's Economic Update

LPL's Lincoln Anderson has put out another weekly commentary. To see this article, please click on the link below:

http://www.mwboone.com/library/articles/lpl_lincoln_Anderson_4_1_08.pdf

April 01, 2008

Feeling the Real Estate Freeze, Vacation Homes Might Be a Warm Spot

Many of us have taken a vacation and found an idyllic spot where we’d love to retire, spend the weekend or telecommute. Some people have actually bought property spontaneously while on vacation – and while that’s not always a horrible idea, it is better to have a strategy.

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March 25, 2008

Thank you! Our clients have selected us “Seattle’s Best in Client Satisfaction” again for 2008

Thank you very much to our clients for nominating and selecting us as a 5-Star award winner “Best in Client Satisfaction”, every year since its inception.  The FIVE STAR award is the only award that is based primarily on independently-verified customer satisfaction and only the top 7 percent of professionals are selected for the honor.  Again, thank you to our clients for making this possible!

March 20, 2008

LPL's Market Update

LPL's Lincoln Anderson has put out the newest market update, for the week March 18-21. To see this article, please click on the link below: 

http//www.mwboone.com/library/MarketUpdate_3_18_2008.pdf

March 19, 2008

Most People Don’t Have Enough Disability Insurance ─ Don’t Make That Mistake

Disability insurance protects your ability to earn an income. It provides money to pay your rent, mortgage and all your basic living expenses if you are injured or sick for an extended period. It is called disability Insurance or disability income protection but think of it as income replacement when you are sick or hurt and cannot work. At any age, you are about six times more likely to be disabled for some period of time than to die.

Continue reading "Most People Don’t Have Enough Disability Insurance ─ Don’t Make That Mistake" »

March 14, 2008

Get A Head Start On Tax Planning For 2008

It’s still a month until most of us will file our 2007 tax returns, but it’s a good idea to keep in mind key tax changes that will affect our 2008 returns.  Here are some of the highlights:

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March 13, 2008

LPL Lincoln's Anderson Market Update

 I have to say honestly – as I always do – that this sub-prime problem is obviously bigger than I anticipated.  The amount of leverage in “hedge” funds and many of the big banks has caused some serious dislocations.  Also, we have had bad actors – some secondary mortgage companies that have not allowed folks to refinance their first mortgages, primary dealers that have backed away from supporting auction rate securities markets, predatory lenders, etc.  The scope of this problem also caught the Treasury and the Federal Reserve (Fed) by surprise, but they are catching up fast. 

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March 07, 2008

Fools Gold: $1000 per ounce

LPL's Lincoln Anderson has a brand new commentary piece on the current price of gold and the reasoning behind the dramatic increase in price. To see this article, please click on the link below:

http://www.mwboone.com/library/articles/Lincoln_Anderson_FoolsGold_3_5_08.pdf.

March 06, 2008

It’s Time to Start Thinking About the Estate Tax Again

It’s getting to be the case that virtually any standalone investment product sold to individuals can be repackaged into a mutual fund. It makes a lot of sense – everyone already knows what a mutual fund is, and all that’s left to explain is the objective, availability of capital, specific risks and fees.

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March 05, 2008

LPL's Weekly Update

Your weekly Update on Risks and Opportunities in the financial markets from LPL's Jeff kleintop. To see this article, please click on the link below:

http://www.mwboone.com/blog/Market_Update_March_3_2008.pdf

February 19, 2008

You May Love Each Other, But Should You Invest Together?

It’s one of the most important questions a couple will face in their relationship but it so rarely gets asked until a relationship is well underway – should we pool or separate our money for investment?

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January 18, 2008

Market Update from LPL's Lincoln Anderson

The media is now worried about recession.  Doom and gloom is everywhere, and the stock market is off to an awful start this year.   The Dow is down 6.0% year to date, and the S&P 500 is down 6.5%.  Some (the optimists!) are comparing the current “credit market crisis” with 1998, when we had emerging market debt defaults and a big hedge fund named “Long-Term Capital” blew up.  Back then, the S&P 500, which had been showing big gains, dropped about as sharply as it has lately and then recovered for nearly two years as the “credit crisis” faded.

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January 03, 2008

The Typical Millionaire

According to “The Millionaire Mind”-

· Is a 54-year-old man married to the same spouse for 28 years. Has three children.

· Has an average household net worth of $9.2 million; annual realized income of $749,000.

· Thirty-two percent are business owners or entrepreneurs; 16 percent are senior corporate executives; 10 percent are attorneys; 9 percent are physicians . . . . . . . . . . . . . . . . . .

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December 05, 2007

Will Your Kid’s Inheritance Make Her a Monster? Not If You Plan Carefully

The airwaves are full of cautionary tales of young people with too much money too soon – wretched excess is in, and responsibility seems, well, pretty boring. And your last name doesn’t have to be “Hilton” for you to worry.

Continue reading "Will Your Kid’s Inheritance Make Her a Monster? Not If You Plan Carefully" »

November 21, 2007

Giving Thanks for Capitalism and Plenty by Jeff Kleintop, Senior Strategist, LPL

Conditions were poor for the Pilgrims during the first few years at Plymouth Bay Colony. Crop yields were poor, and many went hungry. The Governor of Plymouth, William Bradford, wrote that the old English tradition of farming in common – where the harvest was pooled and rationed –

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The Economy keeps on Ticking by Lincoln Anderson, LPL Chief Economist

Well, despite all the doom and gloom out there in the media, the economy keeps on ticking.  The headlines are screaming about subprime mortgage loan problems, but the macroeconomic data continues to improve. 

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How Your Personality Affects Your Financial Decision-making

The recent volatility in the stock market has everyone a little jumpy – especially clients who have just started with us. That is why it is important to periodically update your risk tolerance questionnaire. Let us know if you want to update your forms.

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November 13, 2007

Preparing for the Cost of Higher Education

One of the best investments you can make for a loved one — whether a child, grandchild, niece or nephew — is an investment in his or her educational future. College graduates with a bachelor’s degree typically earn twice as much, over a lifetime, as those with a high school diploma.1

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October 22, 2007

Long-Term Strategies for Managing Volatility

When the stock market exhibits more than the usual short-term ups and downs, investors’ thoughts typically turn to managing risk.  Although it is usually not desirable to eliminate risk, there are strategies that may help to manage the volatility of your portfolio.  A diversified investment mix, a focus on large cap growth stocks, and exposure to active portfolio managers may all help you deal with greater market volatility.

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October 18, 2007

LPL's Lincoln Anderson Market Update

I am happy to report that, in my opinion, the mountain of a problem that sub prime mortgages supposedly represented did turn out to be more like a molehill.  Yet again, the media blew a smallish problem for the economy and financial markets way out of proportion.  And financial markets have largely recovered from the scare. Broad equity indexes like the Dow, the S&P 500 and the NASDAQ have completely recovered from the trough hit in mid-August. 

Continue reading " LPL's Lincoln Anderson Market Update" »