Click here for the best summary I can find. It comes from J.P. Morgan.
Tag: Alachua County
New Tool Exposes Public School 403(b) Fees
My Comment: There has been a lot written lately about new rules that apply to 401(k) plans and the fees that are charged by the various layers of sponsorship and management of funds. These layers can add up to over 5% per year which is one reason participants look at their accounts and wonder why …
January Effect: 5 Best-Performing Dow Stocks
By Larry Barrett February 1, 2012 They call it the “January Effect.” Whether it’s the by-product of those Wall Street guys reinvesting their legendary end-of-the-year bonuses or individual investors jumping back into the market after selling for year-end tax reasons, the Dow Jones Industrial Average historically gets a nice little (and sometimes huge) bump during …
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Knowledge Lies at the Heart of Western Capitalism
MY COMMENT: As someone who has been invovled professionally for almost 38 years in financial services, it can be argued that I’m running out of gas. Or alternatively, that I’ve simply turned into a gas bag. However, I’m vitally concerned about fulfilling the trust given me by my clients. Clients who look to me for …
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The Mirage of Obama’s Defence Cuts
My Comment: I have to tell you there is not much information worth talking about in the world of money these days. We're just drifting along, trying to catch out collective breath, as the events in the political world play out. Yes, my accountant friends are digging in to get as many tax returns done …
We are all going to hell in a shopping basket
My Comment: Mindful that I've been paying too much attention lately to politics and not enough to "investments" and "college planning", both primary goals I've set for myself this year, this article which appeared in the Financial Times, helps us understand why we don't have as many jobs for our citizens as we once did. …
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J.P. Morgan Weekly Market Recap – January 30, 2012
Click here for the best summary I can find. It comes from J.P. Morgan.
Investors Jumped Into Alternative-Oriented Funds In ‘11
My Comment: I'm not sure where I found this article. What it does is confirm the direction I took last year to find ways to help clients make money in these volatile and tricky times. And after offering advice for over 37 years, I think one of the answers is Alternative Investments. The question now …
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12 Expectations For 2012
My Comment: Yes, this is another laundry list. But in the absence of any profound strategic thoughts this morning (my internet died for a couple of hours), here are a few ideas that may or may not come to pass. Personally, I'm optimistic about this year on many fronts. By Kevin Mahn, Contributor to Forbes …
Deficit Myths: It’s All About Healthcare…
By Thomas P. M. Barnett (My Comment: Over the past several months, you’ve heard me reference Tom Barnett before. I am again amazed by his ability to cut through the clutter and articulate, in simple terms, what he sees going on. That I generally agree with him is helpful to me, but whether he turns …
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