Russell Wayne, CFP®

About Russell Wayne, CFP®

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So far has created 95 blog entries.

Signs That Your Investments Need Attention

Signs That Your Investments Need Attention

Investing should be boring.  That’s not say it’s up there with watching paint dry, but patience is essential, often lots of patience.  Some of the most successful investors pride themselves on waiting a long time before the hoped-for results materialize.  The results may not always be excellent, though proper analysis […]

How To Forecast Stock Prices . . . Usually

How To Forecast Future Stock Prices . . . Usually

Wall Street research can be extraordinarily useful in helping to gain a better understanding of the inner workings of companies.  Having been on the research side of the investment world for many years, I’ve had extensive experience in exploring the nuts and bolts of dozens of […]

A Rising Tide Has Not Lifted All Stocks

When the daily media reports focus on all-time highs in the stock market, you have to wonder whether your portfolio is doing as well.  The odds are that it’s not.

What’s going on?

It’s true that the Standard & Poor’s 500 and the Dow have been climbing steadily at a modest pace, which has them both standing […]

Don’t Be Burned By Hot Stocks (and How To Find Good Ones)

Earlier this summer, I got a call from a fellow whose portfolio had lost almost one third in less than two months while the market was moving steadily higher.  When I asked how this happened, he said he was “investing” in hot tips he got online.

I came across an even more troubling situation last year […]

Why You Should Be Concerned About High Stock Prices

Since early March, stocks have been trading in a relatively narrow range.  Although the media has been making a big deal about the new highs for the Dow Jones average, that index has gained little more than 2% in the interim, not exactly an earthshaking advance.

The bigger concern is the current level of valuation for […]

Is A Recession Coming? Watch The Yield Curve

Is A Recession Coming?  Watch the Yield Curve.

After more than eight years of recovery from the Great Recession of 2008-9, it seems increasingly unlikely that the U.S. economy will continue to expand without a temporary pullback.  Although the current expansion has been at a relatively modest pace, the odds are that we are steadily nearing […]

Looking For Current Income? Here Are Some Possibilities.

Looking for current income?  Here are some possibilities. 

For investors seeking worthwhile current income, especially older folks depending on fixed-income investments, the past decade has been a time of slim pickin’s.  Although it’s likely that interest rates will continue to rise over the next few years, it may be many moons before anyone would call them […]

It’s Never Too Early To Start Financial Planning

Over the years, most of the financial planning work I’ve done has been with couples in their pre-retirement years.  As the time for retirement draws closer, it’s no surprise that people in their 50s and 60s spend more time thinking about whether they have prepared adequately for life in their later years.  But more recently […]

Here’s Why Health Care and Technology Should Be in Most Portfolios

Although it’s well known that the odds are against us when trying to do better than the S&P 500, there remains the temptation to be among those who have actually succeeded.  Since stock prices over time reflect changes in underlying earnings, it should be rather obvious that the task of coming out ahead will depend […]

The Market’s Up and You’re Not? Here’s Why.

On Wall Street, it’s often misleading to think that a rising tide lifts all boats.  That’s especially true this year, when much of the advance has been narrowly focused.  If you have broadly diversified investments, you may be doing just fine.   If not, your portfolio is probably marking time while the media continues to report […]