Bullish Market, Recovering Economy Deserve Respect

My Thoughts on This: Liz Ann Sonders is a highly respected and recognized thought leader in the world of money managment. While none of these people are right all the time, their track record suggests we should pay attention to what they are saying. by: Charles Paikert | Tuesday, April 30, 2013 The current investing …

Continue reading Bullish Market, Recovering Economy Deserve Respect

US Expects First Cut in Debt Since 2007

My Comments: There is good news here and there if you look beyond the crisis de jour. By: Michael Mackenzie / Published: Tuesday, 30 Apr 2013 / The Financial Times, London The U.S. Treasury expects to pay down debt in the second quarter of 2013 as the budget deficit that has dominated national politics starts …

Continue reading US Expects First Cut in Debt Since 2007

Austerity Exposes the Global Threat from Tax Havens

My Comments: Unless you have been to the Cayman Islands, or happen to make far more money than you actually need to live your life, the idea of an offshore tax haven is pretty remote. You’ve heard about them, but since they are so far removed from your reality, they seem to stay under the …

Continue reading Austerity Exposes the Global Threat from Tax Havens

Investor Optimism Rose in March

My Comments: I have no idea what I’m having for supper tonight, much less how the markets are going to perform over the next several months and years. However, assuming I haven’t left the building, I expect to eat something, and in like manner, I expect the markets to move up and down with a …

Continue reading Investor Optimism Rose in March

The New Deal for Europe: More Reform, Less Austerity

My Comments: There has been a disconnect in this country, typically along partisan lines, whether or not austerity is the way to solve the so called debt crisis at the federal level. As an economist, and a Democrat, my instinct has been to set the stage for growth, and as growth and increased economic activity …

Continue reading The New Deal for Europe: More Reform, Less Austerity

Tactical Strategies Gain, as Buy and Hold Fades

There appears to be a significant disconnect between those of us who have advocated a tactical approach to investing money for years from those who learned their trade during the 18 years that ran from 1982 thru 2000. The study referenced below in the article, as it appeared in the print edition, headlined “45% of …

Continue reading Tactical Strategies Gain, as Buy and Hold Fades

Fallout for States Rejecting Medicaid Expansion

My Thoughts on This: As you know, I fully support the passage a few years ago of the Affordable Care Act. I’m also a realist in that I expect it to change shape over the years. Here’s an article that suggests what might happen in those states where the governor is married to the “anyone …

Continue reading Fallout for States Rejecting Medicaid Expansion

7 Must-Have (Free) Mobile Apps to do Your Job Better

My Comments: Mindful that I have clients who do not have computers at home, and whose cell phones were purchased 7 years ago, I confess to trying to be as up do date as possible with technology. I find it fascinating and fun to use. Having said that, I don't do much with Twitter or …

Continue reading 7 Must-Have (Free) Mobile Apps to do Your Job Better

3 Actions for Worried Investors

‘Is the stock market a bubble ready to burst? No,’ say BlackRock’s investment strategists in a spring update My Comments: All of us are looking for an edge, an insight, a clue to help us make what we hope are smart decisions about our money. These comments from someone clearly ahead of the curve that …

Continue reading 3 Actions for Worried Investors

15 Best Investing Quotes of All Time

My Comments: There are successful investors, and there are unsuccessful investors. Some of them are the same people. I ran across this list and realized there are nuggets here that my clients and prospective clients might find helpful. We live in an increasingly complex world so finding short, sweet comments from time to time that …

Continue reading 15 Best Investing Quotes of All Time