By Larry Barrett February 1, 2012 They call it the “January Effect.” Whether it’s the by-product of those Wall Street guys reinvesting their legendary end-of-the-year bonuses or individual investors jumping back into the market after selling for year-end tax reasons, the Dow Jones Industrial Average historically gets a nice little (and sometimes huge) bump during …
Continue reading January Effect: 5 Best-Performing Dow Stocks
MY COMMENT: As someone who has been invovled professionally for almost 38 years in financial services, it can be argued that I’m running out of gas. Or alternatively, that I’ve simply turned into a gas bag. However, I’m vitally concerned about fulfilling the trust given me by my clients. Clients who look to me for …
Continue reading Knowledge Lies at the Heart of Western Capitalism
My Comment: I have to tell you there is not much information worth talking about in the world of money these days. We're just drifting along, trying to catch out collective breath, as the events in the political world play out. Yes, my accountant friends are digging in to get as many tax returns done …
My Comment: Mindful that I've been paying too much attention lately to politics and not enough to "investments" and "college planning", both primary goals I've set for myself this year, this article which appeared in the Financial Times, helps us understand why we don't have as many jobs for our citizens as we once did. …
Continue reading We are all going to hell in a shopping basket
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My Comment: I'm not sure where I found this article. What it does is confirm the direction I took last year to find ways to help clients make money in these volatile and tricky times. And after offering advice for over 37 years, I think one of the answers is Alternative Investments. The question now …
Continue reading Investors Jumped Into Alternative-Oriented Funds In ‘11
My Comment: Yes, this is another laundry list. But in the absence of any profound strategic thoughts this morning (my internet died for a couple of hours), here are a few ideas that may or may not come to pass. Personally, I'm optimistic about this year on many fronts. By Kevin Mahn, Contributor to Forbes …
By Thomas P. M. Barnett (My Comment: Over the past several months, you’ve heard me reference Tom Barnett before. I am again amazed by his ability to cut through the clutter and articulate, in simple terms, what he sees going on. That I generally agree with him is helpful to me, but whether he turns …
My Comment: A great number of my clients are now retired or soon will be. Part of that is a function of my age and the fact that I’ve been a financial planner and investment advisor for over 37 years. The political and economic landscape has changed significantly over these years and it’s always a …
Continue reading Senior Finances and the Great Entitlements Debate
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