Here is your Weekly Insights update from Curian’s Asset Management Group. This informative capital market update is designed to help you stay informed about important developments in economics, the markets, and … CONTINUE
Tag: Alachua County
Fiduciary Standards for Financial Advisors
I’m going to weigh in on a topic that annoys the crap out of me. It involves the frantic efforts of the brokerage industry to avoid being held accountable to the same standards that I am held to when I offer financial advice. From the earliest days of the 20th century, the brokerage industry generated …
Investors and Risk
This is from a recent article in the Financial Times. It describes something that happened in the UK but is see the same problem here in the US. I deal weekly with smart people who have virtually no financial sophistication and who find themselves in a box from which they cannot escape. Unfortunately, they are …
The Case for Alternative Investments – Part XI
This is a continuation of my recent argument in favor of a different approach to how you, as a consumer of financial advice, and we, as advisors, need to manage your retirement money. Or any money you have for that matter. In 2008, U.S. equities were gutted. 99.8% of all U.S. equity mutual funds had …
Continue reading The Case for Alternative Investments – Part XI
The Cost of Long Term Care Insurance Goes UP
MetLife, which has been selling long-term care insurance for 25 years, recently announced that it would no longer sell LTC policies. The decision, apparently, does not affect current policyholders. Meanwhile, John Hancock, another major player in this game, has announced price increases of 40% for many of its existing LTC policies. (Affected policyholders will be …
Continue reading The Cost of Long Term Care Insurance Goes UP
The Coming Retirement Wave
Are Americans financially prepared for life after work? By Jeff Schlegel. Timely article that appeared on the Financial Advisor website August 17, 2011. It helps contrast what I am doing for my clients today with what the industry as a whole is focused on (or not focused on, if that makes sense). A recent Google …
A No-Tax Stand, Based on No Facts
From Bloomberg Businessweek, August 15, 2011 You would think that abysmal growth and jobs data, the first ever downgrade of U.S. debt, and heart-stopping gyrations in the financial markets would impel political leaders to at least take a look at some of their assumptions about restoring confidence in the U.S. economy. Sadly, you would be …
A Quick Tax History: How Did We Get Here?
I don't often follow FOX Business news since I think they are more in the entertainment business than the valid information business. But here is an interesting article that gives an overview of the US Income Tax Code and it's history. READ IT HERE...
Capital Market Insights – August 15, 2011
Here is your Weekly Insights update from Curian’s Asset Management Group. This informative capital market update is designed to help you stay informed about important developments in economics, the markets, and … Continue reading...
A Message About Growing Older…
Walk with me by the water... Damn... I forgot the words.
Helping Define Your Financial Future 