My Comments: As always, this is a difficult conversation for many of us. But that won’t make the issue go away. That only happens when you ultimately leave the building. I encourage everyone to take a few minutes to watch two short videos. The first one is accessed by clicking on the image above. It …
Tag: financial advisor
David Cameron’s ‘Little England’ is a Myth
My Thoughts: As you know, I have a bias toward England and a bias away from right wing politics. The re-election of Cameron as Prime Minister at first caused me to envision woe and gloom as the next few years rolled by. It still may, but harsh reality from time to time results in a …
Luddites Fear Humanity Will Make Short Work of Finite Wants
My Comments: A conversation yesterday with a good friend resulted from her comment about the absurdity of Obamas’ suggestion that college education should be free for all students. Mindful that some of them will not qualify, and some will not want a college education, I argued that it was a great idea, that many employers …
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Scarce Skills, Not Scarce Jobs
My Comments: To some extent, this is an extension of the post I had last week about the riots in Baltimore. I’m convinced they happened more for economic reasons than for racial reasons. I accept both are present, but instead of focusing on race relations to effect a solution going forward, the emphasis should be …
THOUGHT FOR THE WEEK – April 23, 2015
There is a positive correlation between the age of the advisor and the age of the client. I have few clients who are millenianals, but many who are roughly my age. And while I spend a lot of time helping them massage their retirement portfolios, one of the issues that surfaces frequently are the taxes …
Time US Leadership Woke Up To New Economic Era
My Comments: As many of you know, my professional life has revolved around financial issues and economics. The world I’ve lived and worked in was largely shaped by the global forces at work following World War II. That era has ended. We can shake our heads and whine about what might have been but it …
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To Lobby, or Not To Lobby, That is the Question
My Comments: I admit to perverting the title to this article (Lobbyists Pervert Politics And Earn Their Infamy) which appeared in the Financial Times recently. But it points to a problem that may have no solution, at least until the clowns who inhabit our Congress feel enough pain to find a solution. But it most …
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Long-term Care Costs Fall Heavily On Women
My Comments: This was written nearly 5 years ago but the message since then has only gotten louder. As more of us get older, and we stay alive, where the money comes from to keep us alive is increasingly in question. We joke about it often, but unless we are willing to let people starve …
The Unraveling Is Gathering Speed
My Comments: Yesterday, I posted an article that suggested what you might expect over the next six years if you are a generic investor. You have money positioned here and there across the globe in traditional investments. Today I post an article that posits further evidence that we have structural problems that need resolution. The …
Retiree Health Costs And Employee Ignorance
My Comments: This article appeared recently in a weekly summary of articles designed for advisors whose clients are typically small businesses. At this point you need to ask for a definition of “small business”. It depends. About 30 years ago I qualified to attend an insurance conference. I was roomed with a fellow advisor from …
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Helping Define Your Financial Future 