The Smartest Kid In Summer School

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 …

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My eBook is Now Published!

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, …

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Doll Predicts New U.S. Stock High, Slow Economic Growth

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 …

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What’s Going To Matter In 2013

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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9 Daily Habits That Will Make You Happier

Let me know if any of this works! Geoffrey James Happiness is the only true measure of personal success. Making other people happy is the highest expression of success, but it's almost impossible to make others happy if you're not happy yourself. With that in mind, here are nine small changes that you can make …

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Are Your Clients Better Prepared Than Abraham Lincoln Was?

My Comments: This came as a reminder to me that none of has a contract with God to be here tomorrow, much less a few years from now. And there are things you should anticipate and take care of to make sure your family is not turned upside down when that lack of contract turns …

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S&P 500 Will Hit Record High in 2013: Birinyi

Stock guru sees extended run-up for stocks; 'everybody into the pool' My Comments: Laszlo Birinyi is one of those people who have made both good and bad predictions before yet are almost always seen as having a better insight into the future than the rest of us. Whether we hit a record high in 2013 …

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Dr. Vicki’s Prescription for a Healthy Prosperous Year

My Thoughts on This: I've had the good fortune to spend time, albeit not yet in person, with Dr. Vicki Rackner. She has been a source of encouragement to me as I attempt to reach a professional goal. On ths day of food, football, and rest, I offer more thanks for the good people I've …

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Study: Prolonged Low Interest Rates Have Major Impact on Retirement Income

My Comments: I promised a more positive attitude going forward and here you probably think I’m reneging on my commitment. I think of it more as a way to provide readers with an alternative when it comes to retirement income. My wife and I passed a local bank yesterday and they had a sign outside …

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Best 5 Investment Picks for 2013

My Thoughts on This: I guess it’s time to start thinking again. The heavy part of the holidays are over and pressure is building for us to confront the new year. I’m not sure why I’m sharing this with you because I’va also been reading posts by people in the know who made predictions last …

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