My Comment: This is post #3 where I show you examples of award letters from various colleges that are representative of the award letters to students who have engaged in the process of finding extra money to help their parents pay for their college education. I encourage you to read para #3 below. Jon, to …
Continue reading CollegeMoneyNow Award Letter of the Week – March 20, 2012
This comes from J.P. Morgan. It's the best one I can find, so click HERE.
My Comment: Alternative investments, in my opinion, are a key ingredient in contemporary investment portfolio design. The one hiccup that caught the attention of financial advisors like me was the extent to which bonds and stocks both declined in value in the fall of 2008 and early 2009. We've always tried to diversify a portfolio …
Continue reading Designing and Evaluating A Strategy on Alternatives
My Comment: There is increased attention being paid to the myths and truths about Social Security these days, in part because the media and politicians delight in creating confusion, and in part because the baby boomers are now reaching full retirement age and asking real questions. Just last evening, at the meeting of the Gainesville …
My Comment: I was asked a similar question the other day, posed by a distant cousin in England. You have an idea for a business enterprise and among the questions you ask yourself is how it should be structured. This is sometimes an convenient excuse to avoid asking whether the idea has the necessary potential …
Continue reading If Taxes Rise, Should You Form An LLC or Incorporate?
My Comment: Every where I turn these days there is more bad new about the cost of a college education. This article is no exception. To counter it and do my part, I've partnered with a foundation in Tucson that for the past 27 years has been solving a large part of this puzzle for …
Continue reading Retirement Shortfall Risk Making College Saving Tougher, Even For Affluent
My Comment: Here is the second of what I plan to show you once every week. Examples of award letters from colleges and universities across the nation. Again, this is money the colleges and universities are willing to spend when they realize they are competing with other colleges and universities for any specific student to …
Continue reading CollegeMoneyNow Award Letter of the Week – March 13, 2012
Click here for the best weekly summary I can find. It comes from J.P. Morgan.
Socially responsible investing can be good for your conscience and your portfolio. Studies show that socially responsible investing, or SRI, is becoming increasingly popular. SRI in the United States is now growing at a much faster pace than the broader universe of all investment assets under professional management. From 2007 to 2009, SRI assets increased …
My Comment: Some of you are aware of my continued interest in the welfare of the magnet programs across Alachua County. I’ve been a member of the advisory board to the two programs at Buchholz High School since the mid 90’s. They are, respectively, the Academy of Finance and the Academy of Entrepreneurship. The original …
Continue reading Vocational Training Is No Substitute For High School
Helping Define Your Financial Future 