My Comments: In the early 90’s, I opened a branch here in Gainesville for a company called International Assets Advisor Corporation. This company, headquartered in Winter Park, FL was a leading proponent of having clients invested in markets beyond the US. It was a rather revolutionary idea at the time. The lead broker on the …
Continue reading Why Emerging Markets? Growth, Demographics and Yield
My Thoughts on This: I saved this article when I found it about a year ago. This morning, I happened upon it again and saw when it was first published. Almost FOUR YEARS AGO! And I’ll bet nothing has improved since then. But the message is still very real. Enjoy. 11:00 AM Wednesday May 27, …
My Comments: Amid the budget crisis that seems to consume Washington and the national press are issues about social security that never seem to go away. This is spite of the fact that we are among the wealthiest nations on the planet and that it was deemed some 80 years ago that we could afford …
My Comments: From time to time, I get requests from various individuals who want to contribute an article for me to use as a blog post, giving them credit. This one is the result of such an effort. The writer has made several attempts to create an easy to read and understandable blog post. He …
Continue reading Trim Down Your Tax Obligations in 2013 Without Having to Convince the IRS
My Comments: I’ve been a licensed insurance agent since sometime in 1976, or was it 1975? I have helped place hundreds, if not thousands, of insurance contracts over these many years, some of which I know are still in force. This article is directed toward those who are dealing with elderly parents, some of whom …
These minor changes in your daily routine will make a major difference in your life and career. Happiness is the only true measure of personal success. Making other people happy is the highest expression of success, but it’s almost impossible to make others happy if you’re not happy yourself. With that in mind, here are …
My Thoughts on This: You’ve heard me talk about the future where my children are at an age where I am now. Roughly 2040. Seems like a long way away, but its really not. Today, I happen to have on a shirt that honors the Gators 1996 National Champtionship; that was 17 years ago, for …
Continue reading Lockheed Martin Scores Desalination Breakthrough?
My Comments: There is a lot of evidence and sentiment that 2013 will be a solid year. Housing starts are strong and will continue to be at least until interest rates start to climb. The jobs report continues to be positive with roughly 200K new jobs every month for the past four months. GDP growth …
Continue reading Americans Take Payroll-Tax Increase in Stride to Keep Spending
My Thoughts on This: One of the consequences of the deal entered into by Congress that will result in across the board budget cuts will be a greater inability on the part of the IRS to detect fraud and catch the bad guys when it comes to taxes. Many of us have little love lost …
Continue reading For Tax Identity Thieves and Phishers, Business Is Booming
My Thoughts on This: I was taught long ago that no one has a responsibility to pay more in taxes than is required. It’s up to you and I to figure out what is required. So we push the envelope and either through good fortune or because we really know what we are doing, we …
Continue reading The U.S. Tax System: How Did We Get Here? Pt. 1, the Early Years
Helping Define Your Financial Future 