My Comment: You may have noticed a little more structure to my blog posts recently. I've identified four basic themes I want to talk about, so on Monday thru Thursday my plan is to provide what I hope is interesting material on that particular "theme of the day". On Friday, it's going to miscellaneous since …
Tag: financial advisor
How to Avoid Losing When You Invest, Maybe
The world I live in as an investment advisor is forever changing. My first exposure to mutual funds was in 1963. A salesman would show up at my office door, at least monthly, looking for me to invest $10 or $20 in a mutual fund he was promoting. At some point he persuaded me to …
Don’t just blame capitalism, blame the regulators
My Comment: There's been a lot of comment over the past three years about a "crisis in captitalism". The Republicans would have you believe the Obama camp is trying to turn us into Socialists; the Democrats complain that Wall Street has run amock and that greed and the profit motive has caused irreperable harm. It's …
Continue reading Don’t just blame capitalism, blame the regulators
Gas Prices Expected to Hit $4 Per Gallon By May
My Comment: Ouch! Written by Kate Rogers Published February 06, 2012 Just in time for summer—gas prices are expected to hit a national average of $4 per gallon by May. Patrick DeHaan, senior petroleum analyst at GasBuddy.com, is forecasting prices will peak in May -- by Memorial Day weekend at the latest. According to GasBuddy.com, …
Continue reading Gas Prices Expected to Hit $4 Per Gallon By May
Futurists Predict What Health Care Will Look Like in 2025
My Comment: I’m not sure I’ll be here in 2025, much less what kind of health care I will need. But some of you will be here and all of us will need health care from someone in 2025. I heard Mitt Romney say the other day that he, on his first day in office, …
Continue reading Futurists Predict What Health Care Will Look Like in 2025
The Mirage of Obama’s Defence Cuts
My Comment: I have to tell you there is not much information worth talking about in the world of money these days. We're just drifting along, trying to catch out collective breath, as the events in the political world play out. Yes, my accountant friends are digging in to get as many tax returns done …
J.P. Morgan Weekly Market Recap – January 30, 2012
Click here for the best summary I can find. It comes from J.P. Morgan.
Investors Jumped Into Alternative-Oriented Funds In ‘11
My Comment: I'm not sure where I found this article. What it does is confirm the direction I took last year to find ways to help clients make money in these volatile and tricky times. And after offering advice for over 37 years, I think one of the answers is Alternative Investments. The question now …
Continue reading Investors Jumped Into Alternative-Oriented Funds In ‘11
12 Expectations For 2012
My Comment: Yes, this is another laundry list. But in the absence of any profound strategic thoughts this morning (my internet died for a couple of hours), here are a few ideas that may or may not come to pass. Personally, I'm optimistic about this year on many fronts. By Kevin Mahn, Contributor to Forbes …
Deficit Myths: It’s All About Healthcare…
By Thomas P. M. Barnett (My Comment: Over the past several months, you’ve heard me reference Tom Barnett before. I am again amazed by his ability to cut through the clutter and articulate, in simple terms, what he sees going on. That I generally agree with him is helpful to me, but whether he turns …
Helping Define Your Financial Future 