Asset Allocation

The world is hurdling toward what seems to be certain economic collapse so, if your expectations are similar to mine, then you should be exploring ways to prepare for something that eventually will become an economic dark age. Investment performance is always relevant and it has never been more important than in these difficult economic times - nor has it ever been more difficult. Markets have already changed and are getting worse...As the economy worsens, market movements [like the two 50% declines we have seen since 2000] are likely to become more pronounced [and, as such,] it behooves anyone with exposure to the stock market to understand what is happening and [take action to] protect themselves against further 50%, and possibly larger, downsides. [This article outlines how best to do just that.] Words: 1491; Charts: 2; Tables: 1

When I first considered a high-yield investing strategy, my goal was to devise a portfolio that yielded between 6% and 8% annually. To be sure, that's a worthy starting point. Years from now, however, I expect to own a portfolio that yields 25%, 50% and even 100% on the cost basis of many of the investments in that portfolio. [You, too, can achieve the same return on investment for your portfolio. Here's how.] Words: 636

Many...commentaries by people referred to as 'gurus' or 'experts'...often don't state the assumptions that underlie the opinions they express leaving the reader...to take at face value what is said based on 'assumed expertise'. I suggest you exercise caution and not blithely accept the views of 'experts' without first understanding their underlying assumptions and then satisfying yourself that those assumptions both make sense and are internally consistent with the views and opinions the 'experts' express, and the advice they give. Let me explain more fully below.

Bond Guru and DoubleLine Capital Co-Founder Jeff Gundlach... predicts that there is a "financial catastrophe coming." Here is an overview of what Gundlach sees coming, and 3 steps investors can take to prepare for, and profit from his predictions. Words: 910

With both the fiscal cliff and debt ceiling looming, US stocks beginning to trail stocks overseas and the much increased volatility of the US market compared to those outside the United States, it is getting difficult to argue that the United States is still the "safe port" in a storm. Given the changing dynamic, we continue to believe that this is a good time for investors to consider lowering their overweight position in US equities while raising the allocation to international stocks. [I explain my position more fully in this article.] Words: 711

We are inundated daily with a great deal of economic noise and self-serving investment advice so just what is of any real merit? I review 100s of articles every week in my effort to find the "best-of-the-best" for posting on my munKNEE.com site and offer below 10 articles with truly insightful, unbiased analysis, information and advice. Your time (and that of your financial advisor) would be well spent carefully evaluating the content of these articles and possibly implementing some aspects of such advice. Enjoy - and prosper!

The U.S. has reached a Debt to GDP ratio of over 100%. Indeed, at no point in history has the U.S. had this much debt during peacetime - and the fact that we're overspending by this amount at the exact time that other countries are showing signs of shunning US Treasuries is a formula for disaster. With that in mind, it is highly likely that the U.S. will enter at the very minimum a debt crisis and quite possibly a currency crisis during the Obama administration's second term. [Such being the case,] now, more than ever, investors need to get access to high quality guidance and insights [and this article does just that] to help you navigate the markets and protect your wealth. Words: 964

If you believe (as I do) that gold is a solid way to “price” other assets because of its characteristics of being rare and stable in quantity – then the simplest way to profit from this trend is to wait for it to reverse - and when it turns around, sell gold and buy stocks. [Let me explain further.] Words: 431

This article compares the 2012 year-end price forecasts for the S&P 500 from leading research sources with where the index is today, what various statistically generated price probabilities say about the year-end price [and, as such, how we plan to allocate our assets in the interim.] Words: 1445

Screams about how these top-bracket income tax and capital-gains tax increases will ruin the economy by hammering spending and eliminating the incentive to work can be seen for what they are - the whining of people who don't want their taxes to go up [BUT, when it comes to the possible increase in the top tax on dividends they have a point - a BIG point - a VERY big point. Let me explain.] Words: 450