Weber Speaks

The Sequester and Other “Calamities.”

Posted on March 8, 2013
Filed Under Investor Mistakes, Mutual Funds, Personal Investing, Retirement savings, The Economic Scene

 The stock market’s response to the “sequester”—Washington’s $85 billion in annual spending cuts that took effect March 1st—wasn’t what many expected. After the nation’s leaders failed to reach a budget deal to avert the painful budget cuts, the market, many assumed, would have fallen like a rock. Instead, it didn’t do much of anything; investors […]

Don’t Bet on The “Best.”

Posted on February 14, 2013
Filed Under 401K, Fidelity Funds, Investment Strategy, Mutual Funds, Personal Investing, Select Funds

The cover story of Barron’s February 11, 2013 issue is “The Best Fund Families of 2012.” To be blunt, it’s a ridiculous attempt at helping investors choose mutual funds. There is plenty of text, but like most people I first turned to the chart which ranked the largest 62 mutual fund families.  I wanted to […]

Three Financial New Year’s Resolutions

Posted on January 17, 2013
Filed Under Investment Strategy, Investor Mistakes, Personal Investing

In many ways, our bond with money is similar to a personal relationship. Both can provide a sense of security. Both can bring us feelings of validation. And yes, just like a human relationship, both can cause us to feel frustration or disappointment. Just as a relationship between two people has to be tended to […]

Is Cash Really a Safe Choice?

Posted on December 19, 2012
Filed Under Fidelity Funds, Investor Mistakes, Mutual Funds, Personal Investing

  When you think you see storm clouds hovering ominously over the markets, it’s only natural to consider moving to a safe harbor. Right now, many people fear that turbulent times lie ahead, whether because of the so-called Fiscal Cliff, Europe’s drag on the world economy or other factors. And many of those folks, wanting […]

The “Fiscal Cliff”… A Reality Check

Posted on November 16, 2012
Filed Under Investor Mistakes, Mutual Funds, Personal Investing, The Economic Scene

For months, you’ve been hearing about the “fiscal cliff.” Specifically, $500 billion in tax increases and across-the-board spending cuts are scheduled to take effect after Jan. 1 unless President Obama and Republicans reach a new deal to reduce the deficit. The political parties created the deadline last year as a way around their debt-ceiling impasse. […]

Investing and Politics: A Wobbly Combination

Posted on September 5, 2012
Filed Under Fidelity Funds, Investment Strategy, Investor Mistakes, Mutual Funds, Personal Investing

A few days ago a client called to talk about investing some new money. The bulk of his substantial nest egg has been in money market funds for more than two years, and as a result he has missed out on hundreds of thousands of dollars in gains. Why has he stayed on the sidelines? […]

The Triple-A Miscalculation

Posted on August 14, 2012
Filed Under Investment Strategy, Investor Mistakes, The Economic Scene

One of my favorite pastimes is debunking experts. What follows is a gold medal example of how the best and brightest can be wrong, big time. Last August, the mighty Standard & Poor’s downgraded, for the first time ever, the credit rating of the United States.  America was no longer an AAA lender, according to […]

More Greed on Parade

Posted on July 9, 2012
Filed Under Fidelity Funds, Investor Mistakes, Mutual Funds, The Economic Scene

It’s bad enough that JPMorgan Chase recently lost an admitted $2 Billion, a figure some experts expect to grow to $9 Billion. Now, to add insult and injury to more insult and injury, The New York Times begins a story saying, “Facing a slump after the financial crisis, JPMorgan Chase turned to ordinary investors to […]

Now Showing: Retirement Plan Fees

Posted on June 20, 2012
Filed Under 401K, Fidelity Funds, Investment Strategy, Investor Mistakes, Mutual Funds, Personal Investing, Retirement savings

If you have a 401(k) or other retirement plan, the curtain will soon be lifted to reveal the fees you have been paying. Most likely, you either didn’t know you were paying fees, or you had little idea about what the fees were or how big a slice they took from your nest egg. New […]

Tick Tick Tick

Posted on May 17, 2012
Filed Under The Economic Scene

JPMorgan Chase lost $3 billion (up from the initial $2 billion, and that amount may grow significantly bigger). That’s the headline. It’s all over the news, but many Americans will wonder, “Why should I care?” You should care because it was just three years ago when the U.S. financial system was teetering on the verge […]

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