Workers approaching retirement -- and many current retirees -- should plan to sock away more money for future health care costs. My Comment: This article appeared five months ago, long before the curent matter before the Supreme Court took center stage. I’m holding my breath about what those folks on the bench are going to …
Tag: financial advisor
J.P. Morgan Weekly Market Recap – March 26, 2012
A summary of what happened last week, and might happen this week. Click HERE...
Look Beyond Stock Mutual Funds’ Lousy 2011 Numbers
My Comment: Lately, I’ve been doing a lot of drum pounding about the investment manager I found some 18 months ago. Purcell Advisory Services uses mutual funds and ETFs and is hands down the best solution I’ve found to grow your money ever. The conservative portfolio I use returned 5.45% net of all fees in …
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Make China the Face of the World Bank
My Comment: There is a lot of hot air out there these days about the threat China might be to the United States going forward. I’m not inclined to think so given the profound economic ties that exist between the two countries. Its been said that the United States cannot stay a great country without …
In Gaming the Future, Don’t Bet Against the Millennial Generation
At last, another positive item to reflect on! By Thomas P.M. Barnett | 12 Mar 2012 As someone who thinks long and hard about global futures, I participate in a lot of professional forums where experts discuss the growing complexity of this world and question the ability of existing political systems, both democratic and authoritarian, …
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Designing and Evaluating A Strategy on Alternatives
My Comment: Alternative investments, in my opinion, are a key ingredient in contemporary investment portfolio design. The one hiccup that caught the attention of financial advisors like me was the extent to which bonds and stocks both declined in value in the fall of 2008 and early 2009. We've always tried to diversify a portfolio …
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SSI Is Not Social Security
My Comment: There is increased attention being paid to the myths and truths about Social Security these days, in part because the media and politicians delight in creating confusion, and in part because the baby boomers are now reaching full retirement age and asking real questions. Just last evening, at the meeting of the Gainesville …
Retirement Shortfall Risk Making College Saving Tougher, Even For Affluent
My Comment: Every where I turn these days there is more bad new about the cost of a college education. This article is no exception. To counter it and do my part, I've partnered with a foundation in Tucson that for the past 27 years has been solving a large part of this puzzle for …
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CollegeMoneyNow Award Letter of the Week – March 13, 2012
My Comment: Here is the second of what I plan to show you once every week. Examples of award letters from colleges and universities across the nation. Again, this is money the colleges and universities are willing to spend when they realize they are competing with other colleges and universities for any specific student to …
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Value for Your Values
Socially responsible investing can be good for your conscience and your portfolio. Studies show that socially responsible investing, or SRI, is becoming increasingly popular. SRI in the United States is now growing at a much faster pace than the broader universe of all investment assets under professional management. From 2007 to 2009, SRI assets increased …
Helping Define Your Financial Future 