My Comments: Right now is a relatively quiet time for those individuals and firms who make a living doing tax returns. Everyone I know, and I know many of them, have a lump in their throat when they think about January and the coming year. That's when the rubber hits the road and most, if …
Tag: adviser
Americans’ Sense of Security Rises
My Comments: There are six questions asked here and the responses to these questions lead the author to conclude that we as Americans are experiencing more comfort as the economy slowly improves. At least that's my conclusion. This is not easy to follow but on a rainy Monday, this might give you a measure of …
J.P. Morgan Weekly Market Recap – August 27, 2012
For those of you who pay attention and want to time the market, here’s this weeks best summary:
Listening to Complainers Is Bad for Your Brain
My Comments: Complain? Who, me? You must have me confused with someone else! By Minda Zetlin | Aug 20, 2012 Do you hate it when people complain? It turns out there's a good reason: Listening to too much complaining is bad for your brain in multiple ways, according to Trevor Blake, a serial entrepreneur and …
Continue reading Listening to Complainers Is Bad for Your Brain
Another Overview of Trusts, Part 2
Trusts, Pt. 2: When should they be used? My Comments: This comes from Hale Stewart, an attorney in Houston, Texas. He and I have spoken as a result of his interest in captive insurance companies and asset protection. He is the author of the book U.S. Captive Insurance Law and is currently working on his …
What Are “Medicare Costs”?
My Comments: I ran across this today and it dovetails nicely with my thoughts about old people getting older and the efforts of the GOP to befuddle us about Medicare. Unless and until we are ready as a society to put old people or the indigent out to pasture, and in Gainesville, that means taking …
Top 10 Biggest College Savings Plans
The 10 biggest 529 plans for the fourth quarter of 2011 are ranked by asset size My Comments: A 529 Plan is an IRS approved idea that allows you to set aside after-tax money in a special account where it will hopefully grow. Then, when you withdraw the money to pay for college education approved …
Top 10 Dangers of Alternative Investments
My Comments: I think we can agree that one objective when designing an investment portfolio is to have diversity. For those of you who remember a company and a scandal called Enron, apart from the fact that Enron fell off the face of the earth, the retirement plan investments for most of their employees was …
Hong Kong is Bringing Democracy to China
My Comments: The proper mangement of clients money is something I take very seriously. Not only because I’ve been entrusted with a critical component of someone’s financial future, but also because my livelihood is at stake as well. If I screw up your trust in me, my ability to buy groceries and gas for my …
Another Overview of Trusts, Part 1
My Comments: This comes from Hale Stewart, an attorney in Houston, Texas. He and I have spoken as a result of his interest in captive insurance companies and asset protection. He is the author of the book U.S. Captive Insurance Law and is currently working on his Ph.D. From time to time, my clients ask …
Helping Define Your Financial Future 