FIA: Dream Investment or Potential Nightmare?

My Comments: The article below by Jane Bryant Quinn in the AARP Bulletin are fine, as far as they go. My initial reaction was to reject her comments out of hand as they reflect a bias that to my mind is not accurate. But then I decided to expand on her thoughts. I apologize if …

Continue reading FIA: Dream Investment or Potential Nightmare?

Protect Yourself Against Cognitive Decline

My Comments: Readers of my posts know I usually talk about money or some aspect of it. My challenge over the years has been to assess the financial literacy of whomever I’m talking with. And that challenge increases with age; both mine and that of my friends and clients. This article might start a useful …

Continue reading Protect Yourself Against Cognitive Decline

When Will the Bull Market End?

My Comments: Be assured, I have no idea. But then, I don’t know what I’m going to have for lunch either. All I know is that I will have lunch and one of these days, this bull market will end. The trick is to understand that it will end, and if you’re not ready to …

Continue reading When Will the Bull Market End?

Are You Ready For The Next Crash?

My Comments: Dr. Doom here once again! Fundamentally, I’m an optimist, except when the shadows of doom are clearly in the wings. If your money is exposed to the markets, I encourage you to read this. If you can, look carefully at the chart and note the changes in key metrics for our economy between …

Continue reading Are You Ready For The Next Crash?

This Is Not How A Bear Market Starts

My Comments: Today is Memorial Day, and the markets are closed in this country. It’s a day for us to instead remember those of us who gave their lives that we might continue with ours. Pray that fewer lives will be given in the years to come. The following comes from someone whose name I …

Continue reading This Is Not How A Bear Market Starts

How to Get Financial Advice That Is in Your Best Interest

My Comments: Remember the phrase ‘the birds do it, the bees do it…”? Well, attorneys do it, CPAs do it, architects do it, doctors do it, and so should financial advisors. BTW, politician's don't do it. I’m talking about acting in the best interest of the client and/or patient. The Obama administration worked several years …

Continue reading How to Get Financial Advice That Is in Your Best Interest

The Basics of Investing

My Comments: This is brilliant. It comes from Rod Rehnborg who is based in Hong Kong. Too often, people in my profession start out in the weeds and drag the reader further into the weeds with every word they write. Before long you have no idea what is going on. For some of you this …

Continue reading The Basics of Investing

3 Reasons Bulls Can Believe In This Stock-market Rally

My Comments: In keeping with my effort to stay away from Woe & Gloom stuff, here is my latest, read it and don’t weep article. Sept 28, 2016 | by Barbara Kollmeyer The bulls have been nervous for a while, yet the stock market keeps rising. Those who think the market has run out of …

Continue reading 3 Reasons Bulls Can Believe In This Stock-market Rally

Invest or Die

My Comments: This reminds me of an old gag by Jack Benny. Well known for being cheap, he was confronted by someone with a gun who said, “Your money or your life!”. Jack took his time and when pressed for an answer, replied “I’m thinking”. I’m slowly re-evaluating my focus on not losing money, to …

Continue reading Invest or Die

Here’s how bruised bears should approach this resilient stock market

My Comments: I’m facing increased criticism for preaching woe and gloom. In spite of a 24 month rain dance to herald the start of a storm, the sky is still clear, if a little overcast. Maybe it is different this time. That being said, it’s time to stop with the woe and gloom and focus …

Continue reading Here’s how bruised bears should approach this resilient stock market