Your Local Social Security Office: Who Can Help

My Comments: There are a lot of good people working for the Social Security Administration. It’s just that some of them are not equipped to answer your questions. This leads to frustration and sometimes making the wrong choices. Here’s an article that might be helpful if you have questions of them and need the right …

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Stock Manager of $37 Billion Doesn’t Believe the Earnings Hype

My Comments: Monday, post #2. First, you don’t get to manage $37B unless you know what the hell you are doing. Two, the higher we go, the harder will be the fall. Put a lot of your money in cash and keep it there until the dust settles. by Jonas Cho Walsgard / February 19, …

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Trump is in the wrong place at the wrong time when it comes to the stock market

My Comments: It’s Monday, my day to talk about investments. Today, there will be two posts instead of one. I think we’re in a bubble, and those don’t end well. From the tulip mania bubble several hundred years ago in Holland to the DotCom bubble in 1999-2000, a lot of people lost a lot of …

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6 Reasons to Work Past Retirement Age

My Comments: You may not need a reason to keep working. But more and more of us are choosing to remain employed. Modern medicine has conspired to keep us healthy, and boredom is an ugly threat. If you have great ways to spend your time and enough money to avoid running out if you live …

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Opinion: This, not Donald Trump, is the true revolution upending stock-market investing

My Thoughts on This: Hysteria on Wall Street! The Crash is Coming! No, It’s NOT! It’s refreshing to see behind the news and find an insight that serves to explain what’s probably going on. These comments by Howard Gold are probably close to the truth. NOT FAKE NEWS! Published: Feb 1, 2017 by Howard Gold …

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What You Should Know About Medicare Enrollment

My Comments: Medicare, along with a Medicare supplemental policy, is, for many millions of Americans, a critical element in their lives. I know it is in mine and that of my wife. As longevity raises its sometimes ugly head, the ability to seek professional health care when the need arises, without having to worry about …

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Why China Doesn’t Need The U.S. For Trade

My Comments: China First! Are you OK with China leading the world through the 21st Century? While I have issues with the politics of Steve Forbes, I have no issues with the credibility of Forbes Magazine, who published this article by Winter Nie. Now that Trump has ceded global economic leadership to China, it’s important …

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Putting Clients Second

My Comments: Readers of my posts have seen me comment before on the proposed Department of Labor Fiduciary Rule that is scheduled to be implemented this coming April. It’s directed toward anyone providing investment advice related to retirement accounts (with one major exception!). The rule says that anyone providing such advice must adhere to a …

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6 Steps to Retire When You Want

My Comments: For some, retirement will be bliss. For others, not so much. WHEN you retire, and HOW you retire, will have a lot to do with WHAT will happen. Jane Bennett Clark, Senior Editor, Kiplinger's Personal Finance, Feb 2017 For some, the idea of retiring early is a dream nurtured over decades. For others, …

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Opinion: This Market Bubble is About to Burst

My Comments: Yesterday, I decided it was time to think about moving my clients out of cash and back into the markets. At least with some of their money. Now, once again, I’m not so sure. If you are retired, or about to be retired, and have the ability to control the investments made inside …

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