Investing Newsletter – Jan 2012
by Financial Alternatives on 1/1/2012
- Year-end Performance Summary
- Looking Ahead – Stock Market Valuations: Shiller P/E 10, and GMO 7-Year Asset Return Forecasts
- Review of the Four Broad Asset Classes: Equities, Hybrid Strategies, Real Assets, and Fixed Income
posted in Investing • Newsletters
Planning Newsletter – Oct 2011
by Financial Alternatives on 10/12/2011
- What will the Greek Crisis Mean in Five Years?
- New Reports on Investment Tax Basis
- What Do You Want Your Legacy to Be?
- Children in College Need a Health Proxy
- What Does the Downgrade Really Mean?
- Student Loan Reform Buried in Health Law
posted in Newsletters • Planning
Investing Newsletter – Jul 2011
by Financial Alternatives on 7/1/2011
- Year to Date Performance Summary
- Grantham’s GMO 7-Year Asset Class Return Forecasts
- Shiller S&P 500 10-Year Normalized P/E Ratio
posted in Investing • Newsletters
Planning Newsletter – Apr 2011
by Financial Alternatives on 4/1/2011
- Make Your Estate Plan About More Than Just Money
- Donor-Advised Funds Gain in Recession
- 11 Important Financial Ideas for 2011
- Ups and Downs of Caregiver Agreements
posted in Newsletters • Planning
Investing Newsletter – Jan 2011
by Financial Alternatives on 1/1/2011
- Year-end Performance Summary
- Review of the Four Broad Asset Classes We Use
- List of reasons for both optimism and caution
posted in Investing • Newsletters
Planning Newsletter – Dec 2010
by Financial Alternatives on 12/6/2010
- Medical Inflation Saddling Retirees with Higher Costs
- Our Online Vault Systems Keeps Your Documents Secure
- Veil Lifted From Municipal Bond Market
- Yield vs. Risk In Emerging Market Bonds
- Survey: Many Worried About Retirement
- Caveat Emptor: Long-Term Care Policies
posted in Newsletters • Planning
Planning Newsletter – Oct 2010
by Financial Alternatives on 10/1/2010
- Japan’s Two Lost Decades: Can it Happen in the U.S.?
- Conversion Hype Around Roth IRAs is Overdone
- Beware of Homeowner’s Insurance Gaps
- Should Retirees Carry a Mortgage?
- Sandwich Generation Estate Planning
- Social Security Benefit Cuts are Likely
posted in Newsletters • Planning
Investing Newsletter – Jul 2010
by Financial Alternatives on 7/1/2010
- Comments on Future Taxes and Volatility
- Jeremy Grantham’s Economic Scenario Probability Tree
- Our Investment in Technology and Service for Clients
posted in Investing • Newsletters
Investing Newsletter – Jan 2010
by Financial Alternatives on 1/1/2010
- Year-end Performance Summary
- Our Disciplined Investment Process
- Outlook for Inflation and US Dollar
posted in Investing • Newsletters
Investing Newsletter – Jul 2009
by Financial Alternatives on 7/1/2009
- Year to Date Performance Summary
- A look at the 10-year S&P 500 Normalized Price-to-Earnings Ratio
- Comments on Near and Long Term Future Market Returns
posted in Investing • Newsletters
