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Lou Melone


The Financial Markets in an Election Year

The time has come once again where questions from investors turn towards the upcoming election and what the market will do if (fill in the blank) wins. The conversations go something like this, “I will tell you, if that guy wins (pick your poison…R or D) I am going to go to cash because…blah, blah, and blah.”

Investor Looney Tunes

Do you remember waking up early every Saturday morning in sheer excitement for the coming of your favorite TV cartoon characters to hit the screen — Looney Tunes?

The Financial Lifeboat Drill

Many individuals have taken some sort of trip on a cruise ship in their lifetime. However, for those of you who have not (or a refresher for those that have), do you know what is the first thing that happens just before you get ready to leave port?

Running Your Retirement the Berkshire Hathaway

What if the average retiree ran their retirement lifestyle/plan throughout retirement like Warren Buffett runs Berkshire Hathaway?

As Close As It Gets

Do these two numbers mean anything to you — 1257.60 and 1257.64? Are they a source of panic, stress, reassurance, or maybe comfort? For me, it was a source of amazement … and somewhat comical.

Is Perception Reality

By examining the companies that make up the S&P 500, there is an interesting alternative to the perceived reality that the financial media seems to want us to believe.

Findings from the 21st Annual Retirement Confidence Survey

The survey gauges the views and attitudes of working-age and retired Americans regarding retirement, their preparations for retirement, their confidence with regard to various aspects of retirement, and related issues.

Seven Lessons for Investment Failure

As I was searching through the investment section of my Kindle (strange to hear, but maybe this is why Borders Books is struggling) for a book to download, I noticed there was no shortages of “expert” advise on investing and getting rich

Modern Day Rip Van Winkle

Most individuals are aware of the story of Rip Van Winkle. What would you have missed if you had fallen asleep just 2 years ago?

Solving the Retirement Income Crises … Important and Knowable

Recognizing that the average investor may find themselves in an income crisis at one point in their lives, along with the continual rise of the cost of living both now and in retirement, investors should be asking what asset class has historically kept up with this rising cost?