Memo to: Everyone From: Tony Since we’ve established that the world is not coming to an end as a result of looney tunes in Washington, DC and that there is now a template for helping you make some money with your investments, it’s time for us to play a little golf, a little tennis, and …
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!
Alternative Investments – Part X(b)
Last week I posted a definitive summary of my argument in favor of including alternative investments in your investment portfolio. If you did not see it, I encourage you to click on the Alternative Investment category to the right and read Part X. However, the chart I included with that posting was hard to understand. …
Capital Market Insights – August 1, 2011
Here’s 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 from the past week, as well as provide thoughtful commentary on how these events might… CONTINUE…
Crisis? What Crisis?
Maybe I'm naive, but this article by Bruce Ackerman makes a lot of sense to me: Dire warnings of a crisis serve the interests of both Democrats and Republicans as they try to bludgeon one another into a last-minute deal on the debt ceiling. But that doesn't mean the warnings are valid. There is zero—chance …
The Federal Debt: 2002 to Now
It's based on data from the Congressional Budget Office and the Center on Budget and Policy Priorities. Its significance is not partisan (who's "to blame" for the deficit) but intellectual. It demonstrates the utter incoherence of being very concerned about a structural federal deficit, but ruling out of consideration the policy that was the largest …
Who Pays No Income Tax? That’s The Wrong Question
This article comes from the Forbes magazine website and was posted by Howard Gleckman. I copy it in its entirety. Would you rather get a tax cut of $1,000 or $1.4 million? I thought so. Would you change your answer if taking the smaller tax cut allowed you to avoid paying income tax entirely? That …
Continue reading Who Pays No Income Tax? That’s The Wrong Question
A History of Air Conditioning
Anyone tempted to yearn for a simpler time must reckon with a few undeniable unpleasantries of life before modern technology: abscessed teeth, chamber pots, the bubonic plague—and a lack of air conditioning in late July. As temperatures rise into the triple digits across the eastern United States, it's worth remembering how we arrived at the …
The Case for Alternative Investments – Part X
Over the past six weeks or so I’ve attempted to argue that one should employ Alternative Investments in your investment portfolios. This post is to express how I recommend that should be done. I’ve alluded to an organization in Tacoma, Washington with whom I have a contractual relationship. I entered into my agreement with them …
Continue reading The Case for Alternative Investments – Part X
Capital Market Insights – July 25, 2011
Here’s 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 from the past week, as well as provide thoughtful commentary on how these events might… CONTINUE…
Balanced Budget Blues
I ran across an article while reading Time Magazine last evening. Thinking it would be something to share with you on this blog. There is lots of discussion about the government budget and how, just like our households, it needs to be balanced. The argument follows the premise that if in our private lives we …
Helping Define Your Financial Future 