My Comment: For some reason I vividly recall the few days in 2008 when the market decided to crash. It wasn’t quite the same as it was in October 1987 when there was a one-day disaster, but over the course of a week, everything came unglued. From that day on until today, I’ve had a …
Tag: financial advisor
Breaking Down the Income Gap Into Real Terms
My Comment: For several years I’ve warned my children that if the gap between the “haves” and the “have nots” becomes too great, their generation and the next will likely face social chaos in this country. This idea is starting to resonate as articles like the next appear in print, and one sees and hears …
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How Ready Are You for Long-Term Care?
My comment: Long Term Care is one of those issues that most of us simply want to go away. It’s painful to think about, painful to pay for, and therefore, painful to plan for. Only it’s not going away; as our population ages, and medical advances appear, more and more of us live to a …
WHAT IS THE FUTURE OF THE ESTATE TAX?
My comments: The Federal Estate Tax, much discussed and vilified by pundits everywhere, is essentially a voluntary tax. There are dozens of techniques and strategies available to someone to minimize, if not eliminate, the tax burden that falls to the heirs of someone whose assets are subject to the tax. That taxes are paid is …
Outlook 2012: Equities–Top 5 Trade Ideas for the New Year
My Comment: In the interest of starting this year on a positive note, I found this article that tends to support my feeling (not always a good thing) that 2012 will be a good year for investments. That being said, the last and 5th Idea is far too technical for me and perhaps for you. …
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The New Year and Exciting Stuff!
Happy New Year to All. Perhaps to no one's surprise, I'm not quite ready to roll back into the trenches and focus on the day to day efforts necessary for my client's financial survival, never mind my own. Today is a day for football and family, a day to finish recharging the batteries. I did …
Is It The End of 2011 Already?
As we close out one year and open the next, one is tempted to relive all the good things and bad things that happened during the most recent year. At least until it becomes a chore to list and reflect. The bad things I want to forget and the good things are often hard to …
Just Keep Working: the New Retirement Strategy
The number of labor force participants over age 65 has increased about 22 percent in the past three years. My comment: This article appeared in the November 28, 2011 issue of InvestmentNews. To confirm the findings, look no further than the image of me on the right. While I can accept the survey findings that …
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One Less Pork Chop
From time to time I get emails that list the most popular articles that appear in certain financial magazines. As you can imagine, someone is trying to get me to subscribe and spend money on their publication, which is OK. This is an article that continues to show up even though its not very long. …
What ‘Job Creators’ Really Want
There's been a lot of conversation in the media for the past 18 plus months about "job creation". If you are on the right politically, then you simply blame President Obama, never mind that the presidency is not the source of jobs. If you are on the left, then you blame anyone and everyone on …
Helping Define Your Financial Future 