My Comments: I’ve been around long enough to have experienced some bubbles in the markets and they’re not pretty. Especially the one in 1987 when my colleagues and I stared at each other in disbelief as our money and that of our clients disappeared in a cloud of dust. We’re due for another. And while …
Tag: financial advice
Investment Strategies for Your Retirement Accounts
My Comments: A phrase I’m known to use from time to time is that ‘life is generally better with more money than it is with less money.” While this might seem obvious, there are many people whose efforts to have more money have fallen flat. Here’s a few ideas that might help you. Michelle Mabry, …
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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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Have You Heard About The New Fiduciary Rule?
My Comments: This falls into a ‘did you know’ category. You'll find an explanation of the term ‘fiduciary’ in paragraph four below. Many of my followers are employed by universities and colleges, cities and counties, and other not-for-profit organizations across the country including churches. If this is you, then you may have money in a …
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Turning 65 this year? Don’t overlook these 3 steps
My Comments: The transition from working FOR money to having money FOR YOU is full of tension and hard to answer questions. If you’re beyond this stage, then don’t bother with this. On the other hand, if it’s today or in your future, then this is good stuff. Gail MarksJarvis / The Chicago Tribune / …
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Why the Stock Market Is Stacked Against Donald Trump
My Comments: I don’t think of myself as a woe and gloom person. I really want stocks and bonds to perform well and make money for my clients. That’s the ideal outcome for them and for me. But as you’ve heard me say before, we do not live in a perfect world. And right now …
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Can Stocks, Bonds, Metals, Currencies All Be Wrong About Trump? Yes
My Comments: Perhaps it’s just time to go along for the ride and hope for the best. But I’ve never thought “hope” was an effective investment strategy. If the chance of a Lloyd’s of London type event was not so high, I’d be much happier. By James Mackintosh | Nov. 28, 2016 Markets may not …
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Why Retirees Should Own Stocks
My Comments: The basic premise here is accurate, but I have a problem with the author’s tactics. There is an inherent bias among those whose audience is mostly market traders. I understand this bias. I’d likely have it too if I practiced exclusively in that world. But I don’t live or work in that world. …
We See the Glass as Half Empty, Yet Our Cup Is Overflowing
My Comments: The Prophet of Doom is not yet vanquished but… hopefully soon. Marian L. Tupy | Wednesday, October 26, 2016 It is perhaps an understatement to say that we live in an era of great pessimism. This pessimism, while not distributed evenly across the world, appears to be felt most acutely in many Western …
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Why A Market Crash Could Be Just Around The Corner
My Comments: The prophet of doom strikes again! No, seriously, the evidence is mounting and the financial pundits are all talking about this. Some of it is the threat of a Trump presidency, which I believe is a real threat. The rest of it is mostly mathematics and economics and history. If you have money …
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Helping Define Your Financial Future 