A summary of what happened last week, and might happen this week. Click HERE...
Category: Investing Money
Look Beyond Stock Mutual Funds’ Lousy 2011 Numbers
My Comment: Lately, I’ve been doing a lot of drum pounding about the investment manager I found some 18 months ago. Purcell Advisory Services uses mutual funds and ETFs and is hands down the best solution I’ve found to grow your money ever. The conservative portfolio I use returned 5.45% net of all fees in …
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Health Insurance is for Everyone
My Comment: I began my career as an insurance agent in 1975. I found a way to offer health insurance to employees of the university that provided similar and/or better coverage for less money every month. I watched and listened during the Clinton years to efforts to remedy the health insurance problems facing this country. …
In Gaming the Future, Don’t Bet Against the Millennial Generation
At last, another positive item to reflect on! By Thomas P.M. Barnett | 12 Mar 2012 As someone who thinks long and hard about global futures, I participate in a lot of professional forums where experts discuss the growing complexity of this world and question the ability of existing political systems, both democratic and authoritarian, …
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J.P. Morgan Weekly Market Recap – March 19, 2012
This comes from J.P. Morgan. It's the best one I can find, so click HERE.
Designing and Evaluating A Strategy on Alternatives
My Comment: Alternative investments, in my opinion, are a key ingredient in contemporary investment portfolio design. The one hiccup that caught the attention of financial advisors like me was the extent to which bonds and stocks both declined in value in the fall of 2008 and early 2009. We've always tried to diversify a portfolio …
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If Taxes Rise, Should You Form An LLC or Incorporate?
My Comment: I was asked a similar question the other day, posed by a distant cousin in England. You have an idea for a business enterprise and among the questions you ask yourself is how it should be structured. This is sometimes an convenient excuse to avoid asking whether the idea has the necessary potential …
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J.P. Morgan Weekly Market Recap – March 12, 2012
Click here for the best weekly summary I can find. It comes from J.P. Morgan.
Value for Your Values
Socially responsible investing can be good for your conscience and your portfolio. Studies show that socially responsible investing, or SRI, is becoming increasingly popular. SRI in the United States is now growing at a much faster pace than the broader universe of all investment assets under professional management. From 2007 to 2009, SRI assets increased …
What’s Behind those Higher Gas Prices
My Comment: Yesterday, at my usual barbershop, there was a vigorous discussion between the person next to me and his barber about how it was Obama’s fault that gas prices were so high. When I asked how it was possible for him to so aggressively influence the price of oil, I was told that it …
Helping Define Your Financial Future 