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 …
Category: Financial Planning
8 Daily Habits to Consider
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 …
For Tax Identity Thieves and Phishers, Business Is Booming
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
Mixed Signals Give Gold Investors Whiplash
Goldman Sachs declares an end to 12-year run-up of gold, just before Bernanke reaffirms monetary easing My Comments: Gold, in its many forms, from actual coins, to shares of gold mining companies across the globe, has been a strong investment for many people over these past few years. We can argue that it reached bubble …
Retirement Security Gets More Complicated
My Comments: While this was written a few weeks ago, the underlying theme is entirely valid today. There is little chance that interest rates are going to see any significant increase over the next 24 months. The Fed has said they are not going to mess with them for perhaps two more years. There is …
The Easiest Way To Expand Access to Health Care Is out of The Federal Government’s Hands
My Thoughts on This: You've read my thoughts already about how ObamaCare, for better or worse, is going to change the health care delivery landscape in this country over the next decade. I've made the point that ten years from now you may not recognize the elements that were in the original legislation. That's because …
Transatlantic Pact Promises Bigger Prize
My Thoughts on This: As an investment advisor with clients who depend on my judgment about where to put their money, I tend to follow economics and global politics with a profesional interest. This article comes from Great Britain. There are almost always pros and cons to consider when playing the financial odds about the …
Panel: No Need To Sweat The End Of 30-Year Bond Rally
My Comments: All of this reinforces my advice as a financial advisor for my clients to use the programs from Purcell Advisory Services. Yes, this is a commercial, but if you have money to invest, and are not happy with where it is or the folks allegedly looking after it, click on this maze image …
Continue reading Panel: No Need To Sweat The End Of 30-Year Bond Rally
Hedging Against Retirees’ Big Fears
My Comments: This is a long post so beware. But it serves to express clearly three topics that I encounter almost every time I have a heart to heart talk with a retired, or soon to be retired client. It’s not intended to increase your fears, but rather put what fears there are in perspective …
Recession, Tech Kill Middle-class Jobs
My Comments: There is usually a disconnect between how the economy is perceived and how well the investment world is doing. There are three reasons why stock prices increase: earnings, earnings, earnings. If those are doing OK, then the price is going to increase since more people are buying stocks than are selling. Globalization, an …
Helping Define Your Financial Future 