It is a given that when someone invests money there is a potential for loss. How much loss and when is an absolute unknown. The only protection against such a potential loss is a contractual guarantee, and even then it may not be. (See the recent debt crisis in Washington) What is possible, however, is …
Author: Tony Kendzior, CLU, ChFC - Financial Planner
I've lived happily, raised a family, and enjoyed a professional life in Gainesville for over 50 years. The next several years are full of promise. My goal is to find new clients, new friends and somehow share the wisdom I've accumulated over these many years. And when I have time, play a little golf and travel with my family. Cheers!
One Final Bailout That Still Might Happen
Rick Newman, On Friday August 26, 2011, 3:28 pm EDT There's one big group of Americans who still haven't received much of a bailout from Washington--homeowners. Now, there's a growing chance the Obama administration may finally do something to help the little guy directly. Up till now, bailout theory has hinged on helping banks, corporations, …
Capital Market Insights – August 29, 2011
Here is your Weekly Insights update from Curian’s Asset Management Group. This informative capital market update is designed to help you stay informed about important developments in economics, the markets, and … CONTINUE
Fiduciary Standards for Financial Advisors
I’m going to weigh in on a topic that annoys the crap out of me. It involves the frantic efforts of the brokerage industry to avoid being held accountable to the same standards that I am held to when I offer financial advice. From the earliest days of the 20th century, the brokerage industry generated …
Investors and Risk
This is from a recent article in the Financial Times. It describes something that happened in the UK but is see the same problem here in the US. I deal weekly with smart people who have virtually no financial sophistication and who find themselves in a box from which they cannot escape. Unfortunately, they are …
The Case for Alternative Investments – Part XI
This is a continuation of my recent argument in favor of a different approach to how you, as a consumer of financial advice, and we, as advisors, need to manage your retirement money. Or any money you have for that matter. In 2008, U.S. equities were gutted. 99.8% of all U.S. equity mutual funds had …
Continue reading The Case for Alternative Investments – Part XI
Who Rules America?
My son sent me this article, written by an investment manager who asked for anonymity. It appears on a web site of a professor in the California University system who is the author of a book called Who Rules America? It’s a natural follow up to my recent post about a Vexing Question. You may …
The Race for Global Leadership in the Age of Anger
This post is way beyond the intellectual scope held by a simple financial planner in little old Gainesville, Florida. However, if there is one regret I have as my life winds down, it is that I won't be here to find out how the next fifty years play out across the worlds stage. This is …
Continue reading The Race for Global Leadership in the Age of Anger
Capital Market Insights – August 22, 2011
Here is your Weekly Insights update from Curian’s Asset Management Group. This informative capital market update is designed to help you stay informed about important developments in economics, the markets, and … CONTINUE...
Dog For Sale
A guy is driving around the back woods of Montana and he sees a sign in front of a broken down shanty-style house: 'Talking Dog For Sale '. He rings the bell and the owner appears and tells him the dog is in the backyard. The guy goes into the backyard and sees a nice …
Helping Define Your Financial Future 