News Brief By: Allen G. Yee
Gold has historically been viewed as a safe haven during uncertain economic times; will it be different this time? Despite the debt issues in Europe and the sustainability of the US and Chinese economy gold is off its recent highs. However, could it be a worthwhile asset to own and hold particularly as the [...] Continue Reading…
Tags: bear market, gold, value of goldNews Brief By: Allen G. Yee
Recovery needs to begin somewhere. Sometimes it begins in a benign form and escalates from there. It is doubtful that the US can have a meaningful recovery without real estate and financials and the fortunes or lack thereof for financial is closely tied to real estate. We may not be out of the woods [...] Continue Reading…
Tags: foreclosure, home foreclosure, home market, real estate, us home market, us homesNews Brief By: Allen G. Yee
The situation in Greece could be a prelude to what can happen in other parts of the EU. The Greeks have spent all the money and are looking for others to pay; the negotiated 50% discount in bond repayment isn’t enough. They want a discount closer to 75% and the banks are pushing back, [...] Continue Reading…
Tags: bond repayment, bond swap, bonds, greeceBy Allen G. Yee
Have you ever wondered what the saying “canary in a coal mine” meant or where it originated? In the early 20th century, canaries served as sentinels and were brought into coal mines to serve as early-warning signals for toxic gases such as methane and carbon monoxide. A bit of a crude method of detection before the [...] Continue Reading…
By Allen G. Yee
During these turbulent and uncertain times, one of the most frequent questions I am asked is my opinion of the status of real estate and whether or not it has bottomed. To clarify, there are many types of real estate; industrial, office, retail, multi-family and residential to name the most common. Since most of my real [...] Continue Reading…
What is a Roth conversion?
A Roth conversion is the process of moving an IRA or employer plan assets to a Roth IRA.
When will you need the money? If you have an immediate need for the funds or need them to continue your current standard of living, then a Roth conversion is probably not for you. However, if you [...] Continue Reading…
By Allen G. Yee
The volatility that was experienced at the end of July and August continued into September. Declining values in equities was prevalent throughout all world markets for the month and quarter. This coupled with a reduction in value in many other assets including commodities and many categories of bonds pushed investment values sharply lower across the board. [...] Continue Reading…
There are many factors to consider in determining how much you’ll need to save in order to enjoy a comfortable and financially secure retirement. One often overlooked retirement expense is the cost of health care. You may presume that when you reach age 65, Medicare will cover most health-care costs. However, Medicare currently only pays for a portion of [...] Continue Reading…
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