Welcomes You
This website is for information purposes only. The author of this website, Tom Mathew, is licensed by the SEC to advise pension funds. Retail investors should not use this site. The author assumes that anyone who uses this site has to file a tax return.
The federal statistics, as well as the federal banking system, appear to be operating satisfactorily.
Tom Mathew does not expect rates to increase this year.
Tom Mathew's planning model is used by several major corporate firms in America. Apple Computer. Citigroup. J.P. Morgan Chase. Berkshire Hathaway. Moody's Investors Service.
The Federal Reserve and the US Treasury are maintaining satisfactory levels of liquidity.
Tom Mathew expects the DJIA to peak at 54,000 and then retreat.
| Tom Mathew's Current Holdings | |
|---|---|
| Real estate | 40% |
| Cash | 3% |
| Bonds | 13% |
| Stocks | 3% |
| Metals | 1% |
| Insurance | 10% |
| Art | 30% |
(Real estate and art are valued at cost of acquisition; not market value. Intangibles are valued at cost only. Market values may be substantially higher.)
I expect our stock holdings to increase next year.