My Comments: You may ask yourself why, as a financial advisor to individuals and small business owners, would I care about what happens in Egypt. Your are right in that whatever happens in Egypt is not going to greatly influence how you and I live our lives here in north central Florida. But it matters …
Continue reading Barack Obama Declines to Correct His Egyptian Mistake
My Comments: I've expressed my opinion, in earlier posts, that among the challenges facing my children and grandchildren will be the disparity in this country between what we call the "haves" and the "have nots." If they allow this disparity to get too great, then they are dooming their children to eventual social chaos. This …
My Comments: You should first note the date when Jeff Benjamin posted these comments. For whatever reason, I saved them and decided this morning would be a good day to bring them to the table again. What is happening to the DOW and the S&P500 and Russell 2000 is a good thing. In the short …
My Comments: You will note to the right of my image as you look at this page a comment about my professional objectives as a financial planner and consultant. None of us live in a vacuum where we avoid the influence by what we hear on TV, what we read in the papers and somehow …
Continue reading Prospect of Financial Crisis Tops Fears of Pre-retirees
Nothing sets friends and family at each others’ throats more than a fight over money. Make it a dispute over a will and the fun really begins. As a insurance agent and financial planner for many years, I can attest to the change in attitude that typically accompanies those in the next generation when someone …
Continue reading 8 Big Estate Battles of the Rich and Famous
For those of us in the financial advice business, there is a never ending circulation of ideas that question the future outcome of our recommendations. It’s less so when the markets go up every day, but there are always uncertainties that surface. Recently, the questions have been much louder than usual. There are a number …
My Comments: Readers of this blog know that while I support PPACA, I know there are flaws and that over the next ten years or so, it will morph into something different than what it is today. But that DOES NOT mean it should be repealed. It was absolutely critical that an alternative to what …
My Comments: I’ve made it clear over the past few years that I am not a fan of austerity. I believe the government has a mandate to push the envelope to make sure that ALL of us are included when it comes to sharing the pie. Can we push too hard? Oh, yes, and the …
Continue reading Why Obama should pick Summers to lead the Fed
DOW HIGH - The Dow swung in and out of negative territory July 31st, but was up more than 100 at its session high, setting a fresh intraday record of 15,634.32. The S&P 500 and the Nasdaq held their modest gains. Earlier, the Nasdaq hit its best level since October 2000. All three major averages …
My comments: For many of my clients, the recent quarterly statements from their custodian was disturbing. The numbers suggested and does suggest that their investments are at risk and some are asking whether we’re looking at another major financial crisis. None of this is new to me; I've been down this road several times before …
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