My Thoughts on This: Please keep in mind that I am NOT an attorney so have very little standing to make comments and recommendations when it comes legal issues. Going back more years than I care to remember, and mindful that many of my clients are in age similar to me, plans to effectively transfer …
Continue reading Is it Always Best to Avoid Probate When Estate Planning?
My Thoughts About This: This is essentially the blog post from January 16th by Tom Barnett. Though not stated, it’s clear to me that if we are to have a rational Republican Party going forward, those old white guys now in charge are going to have to go. Otherwise, they and the party are going …
By Joyce Hanson, AdvisorOne The broad high-quality bond market began 2013 on a sour note with a sell-off, posting its worst weekly performance since March 2012, as U.S. Treasury prices declined on news of a fiscal cliff resolution, LPL Financial’s bond expert reported Tuesday. While LPL doesn’t believe the sell-off is the start of a …
My Comments: Yesterday, a friend attended a luncheon where the speaker focused on our “debt crisis”. His position was that it is much worse that suspected, that it approaches $65 Trillion. That’s Trillion, with a “T”. I have no way to know if this is true or not, but to whatever extent it is real, …
Continue reading The Crisis of the Middle Class and American Power
My Comments: Over the last few years, I've been trying to develop the idea that there is money to be had to pay for a college education if you only know where to find it. All colleges and universities have endowment money to spend and award to those students they want enrolled. The trick is …
My Comments: For some years now, there has been a slowly growing recognition that the investment world has more than two basic elements. We’ve always thought stocks and bonds. Sure, there were always outliers but they were never given the same formal recognition given to stocks and bonds. Today, many of us refer to the …
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 …
Last week I uploaded a file to a site called Smashwords, and a yesterday, I received word that it had been reviewed and approved. I am now a published author. Here is the link: https://www.smashwords.com/books/view/270686 As you can perhaps imagine, this is not a casual read. And though the book is only 15 pages long, …
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 …
Continue reading Doll Predicts New U.S. Stock High, Slow Economic Growth
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 …
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