My Comments: It's a fact of life that most of us men are going to pass away before the significant women in our lives. So we attempt to keep our financial lives in order and provide the necessary resources so that those left behind can continue to live in grace and dignity. As a financial …
Continue reading Bag-Lady Specter Haunts Even Savvy Women’s Retirement
My Comments: A few weeks ago, the Federal Reserve Board met and then Ben Bernanke made some comments to the effect that what is knows as Quantitative Easing, or QE, was about to end. The markets went nuts, the day to day volatility in the markets was off the charts, and investors were not happy …
My Comments: For investors, being exposed to the global markets is a given. But it wasn’t so long ago that if you invested outside the US, you were either nuts or exceptionally aggressive. Early in my days as an investment advisor, I became associated with a firm in Winter Park, FL called International Assets Advisory …
My Comments: This is an extraordinary young woman. I challenge you to watch the whole thing and reflect on how someone her age can cause so many to stop and listen. Her message must be heard. It also gives me renewed faith that our young people are up to the task of leading the world …
My Comments: As someone who has a home mortgage, I’ve long enjoyed the abilty to write off the interest I pay against my taxable income. If these folks are right, I’ll be eligible for a tax credit instead of an expense item and I may very well enjoy a higher benefit. But if you think …
Continue reading How the Mortgage Interest Deduction Could Change
My Comments: My post from July 1, 2013 (Snooping...) suggested that as a society we have to come to terms with what is acceptable and what is not acceptable and encode into our legal system, boundaries that cannot be crossed. We do that already with traffic laws, none of which had any relevance when the …
My Comments: I met Bob Doll some twenty years ago when he was a regional VP for Oppenheimer Funds. At least that’s what my memory tells me about him. Today, he is one of the most influential money management gurus on the planet. His thinking is more often than not, spot on. By Joyce Hanson, …
Continue reading Bob Doll Judges His Top 10 Predictions for 2013
My Comments: This article comes from Stratfor, a reliable source of information about global politics and economics. The conclusion is not a good one. And if you happen to wonder why a financial planner is Florida gives a tinker’s damn about what is happening in Egypt, it’s because it will influence how life plays out …
Continue reading Egypt: Persistent Issues Undermine Stability
My original idea was to post these every week or so. Many people like to make their own investment decisions and this recap is a great way to gain insight into what is going on globally. This weekly broadcast from J. P. Morgan will give you some insights as to what is going on right …
Continue reading J.P. Morgan Weekly Market Recap – July 9, 2013
My Comments: My wife of almost 43 years and I have been very fortunate in that the only deaths we’ve experienced among our extended family has been our respective parents. But I’ve had many a client pass away and from time to time, chaos has followed, along with hard feelings and despair. The quicker everyone …
Continue reading When a Family Member Dies; A Financial Checklist
Helping Define Your Financial Future 