The New Deal for Europe: More Reform, Less Austerity

My Comments: There has been a disconnect in this country, typically along partisan lines, whether or not austerity is the way to solve the so called debt crisis at the federal level. As an economist, and a Democrat, my instinct has been to set the stage for growth, and as growth and increased economic activity …

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Tactical Strategies Gain, as Buy and Hold Fades

There appears to be a significant disconnect between those of us who have advocated a tactical approach to investing money for years from those who learned their trade during the 18 years that ran from 1982 thru 2000. The study referenced below in the article, as it appeared in the print edition, headlined “45% of …

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Fallout for States Rejecting Medicaid Expansion

My Thoughts on This: As you know, I fully support the passage a few years ago of the Affordable Care Act. I’m also a realist in that I expect it to change shape over the years. Here’s an article that suggests what might happen in those states where the governor is married to the “anyone …

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7 Must-Have (Free) Mobile Apps to do Your Job Better

My Comments: Mindful that I have clients who do not have computers at home, and whose cell phones were purchased 7 years ago, I confess to trying to be as up do date as possible with technology. I find it fascinating and fun to use. Having said that, I don't do much with Twitter or …

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3 Actions for Worried Investors

‘Is the stock market a bubble ready to burst? No,’ say BlackRock’s investment strategists in a spring update My Comments: All of us are looking for an edge, an insight, a clue to help us make what we hope are smart decisions about our money. These comments from someone clearly ahead of the curve that …

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15 Best Investing Quotes of All Time

My Comments: There are successful investors, and there are unsuccessful investors. Some of them are the same people. I ran across this list and realized there are nuggets here that my clients and prospective clients might find helpful. We live in an increasingly complex world so finding short, sweet comments from time to time that …

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The Annuity Puzzle

My Comments: As a financial planner and investment advisor for the past 38 years, I recognize that we, that's me and you, are moving into uncharted waters. While the future is always an unknown, what we are dealing with now is how whether many of us are going to have enough money to live with …

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Thought for the Week

My Comments: I have a relationship with a company in San Diego that is my source for new ideaa and products that fall into the category of Long Term Care and other insurance products that are appropriate for many of my clients. Each week I get an email from them with a Thought of the …

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America’s Problem is Not Political Gridlock

My Comment: An interesting observation from someone who has spent many years in leadership roles in our society. By Lawrence Summers | Bloomberg | FT Throughout US history, division and slow change have been the norm rather than the exception With last week’s release of the president’s budget, Washington has once again descended into partisan …

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The Cycle of Market Psychology

My Comments: It seems the DOW hits a new record every week and everyone is wondering when the penny is going to drop and once again, we fall into the abyss. Most of us think it will happen, but not anytime soon. Here's another analysis worth reading. By Jeffrey Dow Jones This week (April 8) …

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