My Comment: A great number of my clients are now retired or soon will be. Part of that is a function of my age and the fact that I’ve been a financial planner and investment advisor for over 37 years. The political and economic landscape has changed significantly over these years and it’s always a …
Continue reading Senior Finances and the Great Entitlements Debate
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My comment: As more and more of us become eligible for social security benefits, more and more articles appear in the publications I read that focus on how to best apply for these benefits. Mary Beth Franklin is a nationally recognized expert on Social Security issues. My intent is to bring her ideas to this …
My Comment: Over the recent holiday weeks, I had a conversation with someone who, when hearing what I did for a living, said that he got so burned during the 2008 market crash that he does his own investing now and refuses help from anyone. His comment was that if he was going to lose …
This is just a quick post to say there may or may not be anything new here for a few days. I’m heading out to a workshop sponsored by the foundation in Tucson that promotes a process to help high school students and their parents find free money to help pay for college. This is …
My comment: This is a follow up to my post the other day that talked about how the GOP candidates pledged to repeal ObamaCare once they became President. That's not likely now that major donors to their campaigns are making real money from the effects of the law. (Bloomberg News) Insurance companies spent millions of …
Continue reading Insurers Profit From Health Law They Spent Millions to Fight
How banks’ reluctance to make small-business loans is a major driver of sluggish recovery, and what to do about it. My comment: Yesterday I got an email, one of many over the past several months, from someone who is a registered Democrat in Gilchrist county. His email, I’m sure, reflects his opinion that the Occupy …
Will knowing what they are help you make better decisions? Humans are thinking and feeling beings. We make decisions both cognitively and emotionally. As investors, we incorporate objective information, past experiences, assumptions, beliefs, and feelings—among a host of other factors—to make economic decisions. Unfortunately, we also fall prey to a variety of biases that can …
Check here for your weekly market recap from J.P. Morgan.
My Comment: For some reason I vividly recall the few days in 2008 when the market decided to crash. It wasn’t quite the same as it was in October 1987 when there was a one-day disaster, but over the course of a week, everything came unglued. From that day on until today, I’ve had a …
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