Fee-Only Advice Cazenovia, NY
The S&P 500 rose 1.3% and the Dow Jones Industrial average fell 1.1% in July. 10-year US Treasury bonds returned 1.0%. 30- year US Treasury bonds returned 2.3%. Healthcare and Utility sectors led the way again returning 1.9%. Gold was up 1%. Crude oil prices rebounded 3.1%. These returns give the appearance of a low […]
Market Review The S&P 500 fell 3.3% and the Dow Jones Industrial average dropped 2.5% in the 2nd quarter. Meanwhile, 10-year US Treasury bonds returned 5.8% and 30-year US Treasury bonds returned 12.7% in the 2nd quarter. Healthcare and Utilities are the only two sectors to end the quarter in the green with utilities leading […]
This article appeared in the Cazenovia Republican on July 4th 2012. Some people saving for retirement have always driven a Mercedes and they make retirement plans so they can drive one in retirement. These investors with half million or more in retirement assets have a hands-on financial adviser who will help them make an estimate […]
CAZENOVIA, NY, JUNE 4, 2012: Dark Horse Wealth LLC (DHW) is pleased to announce that it has added Russell J. Brownback of Cazenovia NY to advisory board. Mr. Brownback will provide feedback on model portfolio investment strategies and investment commentary. Mr Brownback is a former Managing Director of both BlackRock and Lehman Brothers. He was […]
WHAT WE DO Dark Horse Wealth provides investment management services to individuals and businesses. We service IRA, 401 (k) and taxable accounts. MARKET RECAP Safety and income strategies paying off. Boring old US Treasury bonds outperform. The Dow Jones Industrial Average fell 6% in May. Oil plunged $18 a barrel to end month at $86. […]
This article in the Washington Post lays concisely lays out how sponsors/employees in many cases are paying a lot more than they think for their 401 (k). It isn’t unusual to find 401(k) plans with total costs paid by the participant exceeding 3 percent of account total annually, with investment choices limited to subpar proprietary […]