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 …
Category: Investment Planning
Investors Jumped Into Alternative-Oriented Funds In ‘11
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 …
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12 Expectations For 2012
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 …
Senior Finances and the Great Entitlements Debate
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 …
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Market Rebound Predicted As Rivals Pull Back
My comment: The nature of this prediction has more to do with the viability of certain Wall Street companies than it does Main Street companies. However, the people quoted and the sophistication of their respective enterprises suggests to me that if they are correct, it will be a result of a market rebound that in …
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Can You Pass the Investment Test?
My Comment: Over the recent holiday weeks, I had a conversation with someone who, when hearing what I did for a living, said that he got so burned during the 2008 market crash that he does his own investing now and refuses help from anyone. His comment was that if he was going to lose …
Small Companies, Big Credit Problems
How banks’ reluctance to make small-business loans is a major driver of sluggish recovery, and what to do about it. My comment: Yesterday I got an email, one of many over the past several months, from someone who is a registered Democrat in Gilchrist county. His email, I’m sure, reflects his opinion that the Occupy …
5 Common Investing Biases
Will knowing what they are help you make better decisions? Humans are thinking and feeling beings. We make decisions both cognitively and emotionally. As investors, we incorporate objective information, past experiences, assumptions, beliefs, and feelings—among a host of other factors—to make economic decisions. Unfortunately, we also fall prey to a variety of biases that can …
Weekly Market Recap – 09 JAN 2012
Check here for your weekly market recap from J.P. Morgan.
Can Wall Street Thrive Again?
Most readers of this blog understand that when asked what I do for a living, my usual response is that “I’m in the money business. I help people grow their money.” This article by Geoff Colvin sets the stage for what you can expect from the markets in 2012. It’s a helpful summary that puts …
Helping Define Your Financial Future 