My Comment: I think there is an increasing awareness, at least I hope there is, that the future of China and of the United States are inexorably tied together. Ever since the end of the Cold War, there has been a lack of balance among nations on the global scale. We are the undisputed super …
Continue reading U.S. Needs Chinese Partners in Asian Century
My Comment: As a financial planner for many, many years, I've watched my clients age along with me. As the years have passed, our priorities have changed, our resources have changed, along with our fears and worries. There are dozens and dozens of answers out there and while the internet has made it easier to …
Continue reading Stand-Alone Living Benefits – Guaranteeing Lifetime Income Without an Annuity
Click here for the best weekly summary I can find. It comes from J.P. Morgan.
My comment: It’s common for me to express that I have no idea what the next several years are going to look like since right now, I have no idea what I’ll be having for lunch today. All I can do is help my clients position their money so as to increase their chances of …
Click here for the best summary I can find. It comes from J.P. Morgan.
GOLDEN, Colo.—A supporter uses her iPhone to record Republican presidential candidate, former Speaker of the House Newt Gingrich speaking during a campaign rally at the Marriott Denver West Feb. 6, 2012 Courtesy of Ajay Makan and Dan McCrum at the FT. Barclays Capital estimates that based on reporting thus far, earnings growth for S&P 500 …
The world I live in as an investment advisor is forever changing. My first exposure to mutual funds was in 1963. A salesman would show up at my office door, at least monthly, looking for me to invest $10 or $20 in a mutual fund he was promoting. At some point he persuaded me to …
My Comment: There's been a lot of comment over the past three years about a "crisis in captitalism". The Republicans would have you believe the Obama camp is trying to turn us into Socialists; the Democrats complain that Wall Street has run amock and that greed and the profit motive has caused irreperable harm. It's …
Continue reading Don’t just blame capitalism, blame the regulators
Click here for the best summary I can find. It comes from J.P. Morgan.
My Comment: There has been a lot written lately about new rules that apply to 401(k) plans and the fees that are charged by the various layers of sponsorship and management of funds. These layers can add up to over 5% per year which is one reason participants look at their accounts and wonder why …
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