My Thoughts on This: Many of us in the investment world are wondering, as we always do at the beginning of every year, how this new one is going to unfold. After all, we get paid to help our client’s accounts grow, not shrink. So we read the tea leaves like everyone else and come …
Category: Investment Planning
Doll Predicts New U.S. Stock High, Slow Economic Growth
My Comment: I first met Bob Doll some 25 plus years ago when he was a regional representative for what I recall as Oppenheimer Funds. He made intelligent presentations and clearly had his act together. Over the years he has appeared in various high profile positions within the industry and has always been pretty close …
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What’s Going To Matter In 2013
My Comments: We are already well into January and those resolutions we talked about are starting to fade into the background. The reality is that there are forces out there over which we have no control, but if we can somehow anticipate what they are likely to be, we can position ourselves so as to …
Five Issues Small Business Owners Face in 2013
My Thoughts on This: I recall a conversation I had some 30 years ago with another financial advisor. We were at some conference somewhere and I was roomed with someone from Philadelphia. We had just finished a presentation that dealt with a financial strategy for small business owners. He said he has several small business …
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S&P 500 Will Hit Record High in 2013: Birinyi
Stock guru sees extended run-up for stocks; 'everybody into the pool' My Comments: Laszlo Birinyi is one of those people who have made both good and bad predictions before yet are almost always seen as having a better insight into the future than the rest of us. Whether we hit a record high in 2013 …
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Best 5 Investment Picks for 2013
My Thoughts on This: I guess it’s time to start thinking again. The heavy part of the holidays are over and pressure is building for us to confront the new year. I’m not sure why I’m sharing this with you because I’va also been reading posts by people in the know who made predictions last …
Harnessing the Power of Ritual
My Comments: OK, its Monday and near the end of the year and we’re all tired of politics and conflics involving the Fiscal Cliff. And then that God Awful incident in Connecticut that cries out for someone to show some leadership and force upon us a discussion about guns in this country. Ritual is apparently …
Why I’m Optimistic About The Economy
My Comments: The other evening I was talking with a colleague and our conversation shifted to investments and what’s likely to happen now that ObamaCare is going to happen. We agreed we are likely to go over the cliff without an agreement in place. What does it all mean? He asserted that in few years, …
Turning Point on US Obesity Epidemic?
My Thoughts on This: I’m unsure if commenting on this is relevant at all for someone who is supposed to be focused on investments and retirement planning and financial matters. But with grandson now in the picture, his health now and in the future is important to me personally. I suspect if you have grandchildren, …
Forget the Fiscal Cliff: Buy America
My Comments: For the life of me, I can’t get excited about either outcome; over the cliff or not over the cliff. On the one hand, going over the cliff and not reacting will no doubt cause some short term pain but that’s got to happen sooner or later. On the other hand, a short …
Helping Define Your Financial Future 