My Comments: At last! Someone else who thinks like me with but with better writing skills! This explanation is right on target. For comfirmation of these thoughts, click on the word "risk" just to the left and spend a few minutes watching the presentation. By Roccy DeFrancesco on October 21, 2013 I recently saw that …
Continue reading Why Mutual Funds Can’t Protect Against a Stock Market Crash
My original idea was to post these every week or so. Many people like to make their own investment decisions and this recap is a great way to gain insight into what is going on globally. This weekly broadcast from J. P. Morgan will give you some insights as to what is going on right …
Continue reading J.P. Morgan Weekly Market Recap – October 14, 2013
My Comments: Readers of this blog have seen me talk about the “fiduciary standard” and what it means for clients, the general public and for those of us who provide financial advice. See my blog from earlier this month. This commentary appeared last Wednesday that suggests there is going to be a resolution soon. And, …
My Comments: Unfortunately, while this is absolutely correct, virtually all of us measure our success or lack of it by results. How we got there is at that point irrelevant. I’ve been professionally involved in the investment process for almost 40 years, and have cautioned clients over and over again with that famous disclaimer about …
Continue reading Successful Investing Stems From Process, Not Goals
My Comments: I believe the next several weeks are critical for my clients. I’m doing everything I can to reach out to them and attempt to have them make changes. I don’t think we’re likely to have a crash like the one we experienced in 2008, but the volatility will be enough to drive some …
DOW DIPS - Familiar story behind a fall in stocks: fears that the Fed is about to begin a taper off of its bond-buying program. The indexes moved lower as St. Louis Federal Reserve President James Bullard said there could be risk of excessive inflation in the future. Yesterday, Atlanta Fed President Dennis Lockhart lifted …
My Comments: You may ask yourself why, as a financial advisor to individuals and small business owners, would I care about what happens in Egypt. Your are right in that whatever happens in Egypt is not going to greatly influence how you and I live our lives here in north central Florida. But it matters …
Continue reading Barack Obama Declines to Correct His Egyptian Mistake
My Comments: You should first note the date when Jeff Benjamin posted these comments. For whatever reason, I saved them and decided this morning would be a good day to bring them to the table again. What is happening to the DOW and the S&P500 and Russell 2000 is a good thing. In the short …
My Comments: You will note to the right of my image as you look at this page a comment about my professional objectives as a financial planner and consultant. None of us live in a vacuum where we avoid the influence by what we hear on TV, what we read in the papers and somehow …
Continue reading Prospect of Financial Crisis Tops Fears of Pre-retirees
For those of us in the financial advice business, there is a never ending circulation of ideas that question the future outcome of our recommendations. It’s less so when the markets go up every day, but there are always uncertainties that surface. Recently, the questions have been much louder than usual. There are a number …
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