My Comments: It’s not easy to make your money grow. And to make sure once it’s grown, it doesn’t disappear. A long time truth involves a principal called asset allocation. It means spreading your money across different styles and kinds of assets. Some will always work better than others, not just when going up, but …
Tag: adviser
What Is The World Coming To?
My Comments: What’s your poison? Politics? Money? Entertainment? Sports? Religion? Well, this post is about economics and finance. Some of you will run and hide. That’s OK. It comes from Guggenheim Investments and is a quick and dirty look at the next few months... With spreads tight in high-yield corporate bonds, loans, structured credit, and …
The Four Phases of Retirement
My Comments: Phases, paths, Journeys, stages? What’s your preference? I guess we retirement planners are always looking for a way to simplify what is almost always a complicated and sometimes tortuous phase/path/journey on our trip into the sunset. Let me know if you find any more. Leon C. LaBrecque, CFP®, CFA, CPA \ May 2, …
Equality or Chaos?
‘We get signals that the system is under enormous stress’ - Mohamed El-Erian A leading global economist and investor believes world leaders, and global capitalism, have reached a fork in the road between equality and chaos. Mohamed El-Erian is a name known to me for many years. When he speaks, I listen. I recommend you …
Medicare Knowledge
My Comments: The Kiplinger article from which this comes is titled “Ten Things You Must Know About Medicare.” With confusion being spread in D.C. these days, and with so many of us counting on Medicare to help us with medical issues as we live out our lives, I found this to be great information and …
Is The S&P 500 Overvalued?
My Comments: Are you willing to bet your financial future that this time it’s different? 27 days after this was written and it’s only gotten worse. By Aaron Hankin | April 18, 2017 Given rising geopolitical tension in the Middle East and North Korea, and rising skepticism about Trump administration policy, you could be excused …
A Revocable Living Trust?
My Comments: For the record, I am NOT an attorney. However, questions always surface about trusts. What are they exactly, how do they work, what kinds are there, which ones are appropriate for me, etc. These words from Jim Probasco go a long way toward a better understanding about the most common form of trust …
America’s Wealth Inequality Is Getting Worse
My Comments: Readers of this blog know I’ve railed against the growing income inequality in this country for a long time. Income inequality is inherent in the human condition. Since recorded time began, it’s clear there were “haves” and “have-nots”. In recent times, the disparity really started to diminish following the great depression in the …
Continue reading America’s Wealth Inequality Is Getting Worse
Social Security Myths
My Comments: Social Security benefits are almost universally critical to retired Americans. The transition from working for money to having money work for you is complicated and perilous. Know as much as you can before you commit. Tom Anderson – April 25, 2017 You probably know less about Social Security than you think. More than …
Flashing Red Ratio
My Comments: Will stock prices plummet? Maybe… The Ratio That Predicted The 2001 And 2008 Stock Market Crashes Is Again Flashing Red by Atle Willems, May 4, 2017 The co-movement of the stock market and the money supply to saving ratio has been obvious especially in recent decades. But the two have now dislocated with …
Helping Define Your Financial Future 