My Thoughts About This: Years ago, when I became adept at retirement planning, I had a chart that showed the demographic bubble caused by those born shortly after WW II. We talked about is as though it was a pig eaten by a python, where you could see the “bulge” moving back through the python. …
Tag: adviser
Secrets to a Successful Succession
My Thoughts on This: Some of you know that I have put in motion a succession plan to make sure that clients who have come to rely on me for many years are not suddenly left out in the cold in the event that I simply don’t show up for work one day. You’ve heard …
Chuck Schwab: We’ll Go Over Cliff, but Let’s Move On
At Schwab Impact, Chuck Schwab talks alternative investments, one benefit of Dodd-Frank and why he’s willing to write a bigger tax check. My Comments: Most of you know that I'm a center left Democrat. I also pretend to be an economist with a reasonable understanding of economics, finance, and how the world of money works. …
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Is Your Glass Half Empty or Half Full?
My Comments: This post is directed to those of you who are not now my clients. If you are my client (and/or friend), you know that for me the glass is always half full. It’s the way I’m wired. The target reader of this article are other financial advisors. The author is trying to help …
Stock and Bond Funds Appreciate by $1 Trillion in 2012
My Comments: All this in spite of the fact we are in the middle of a secular bear market. One which is likely to take at least three more years and two large sell-offs before we can declare we are now at the start of a secular bull market. The last secular bull market ran …
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The Deficit Is Already Shrinking At Its Fastest Pace Since World War II Demobilization
My Comments: OK, so it’s still Thanksgiving! Tell that to the folks running to the mall to participate in Black Friday. For me, that’s an economic phenomenon that helps justify my blog post today. After all, this is GOOD NEWS, news that we can be THANKFUL for, even if it is about economics, that nasty …
Happy Thanksgiving!
It's hard to believe but over the past year and a half, I've created over 500 blog posts. This exercise has been a fascinating journey. I'd like to say it's changed my life but I can't imagine how it would be different. And it has brought me a lot of satisfaction. Today we have members …
55 Billion Reasons for Consumer-Driven Care
My Comments: While the election is over, and ObamaCare will not be repealed, there is still massive confusion and misunderstanding by all parties about what it all means for you and me as consumers of health care, and the doctors who look after us. Surveys suggest that doctors are very fearful that what had been …
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What Constitutes High-Quality Money Management?
My comments: I interpret the phrase, “money management” to mean everything necessary to help a client get from point A to point B with more money than they started with. All of us in the investment advisory business work hard to understand all the variables, and apply them intelligently to the needs of the client. …
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Helping Define Your Financial Future 