Or: Stimulate Your (fill in the blank) Lizard Brain to Make a (fill in another blank) Apart from the fact this is a fun photograph to look at, there's a message here that applies to me as a financial advisor looking for new clients, for a politician hoping to get people to vote for them, …
Continue reading Stimulate Your Customer’s Lizard Brain to Make a Sale
My Comments: This article is further confirmation that these are not “normal” times. My efforts to help you manage your money cannot follow the traditional “buy and hold” approach that worked in the eighties and nineties. If you expect to have more money in the future than you have now, you have to be either …
Continue reading A Modern-day Depression: The Current Secular Market Cycle Mirrors the Past
My Comments: Last Monday I got a call from a client who asked me to close her investment account. Her comments suggested she didn't expect Romney to win and if Obama was elected to a second term, the world was going to come to an end. She wanted her money under her mattress even if …
Continue reading The Election, the Presidency and Foreign Policy
My Comments: This article, which appeared in a recent issue of “Producers Web”, an online magazine that caters to the investment and financial planning community, affirms what I have been telling clients and prospective clients now for about five years. Namely, that we are looking at another 5 – 8 years of essentially sideways movement …
My Comment: I read in the Gainesville Sun this morning that all four GOP candidates for Cliff Stearns seat in the House of Representatives are committed to the repeal of the Affordable Care Act. Never mind that millions of otherwise uninsured Americans will have better access to health care, that the Congressional Budget Office has …
My Comment: Apart from apparently boundless resources, this country’s greatness can be attributed in part to the immigrants who came here looking for a better life than the one they left behind. Millions of immigrants, including me, built our lives in this country. Given the opportunity, I like to return to where I was born, …
Continue reading The Only Solution to Our Immigration “Crisis” That Matters
My Comments: Most of you have by now figured out that I’m likely to vote for Obama in the upcoming election. Not that I’m opposed to rich people, it’s just that there are some rich people who are completely tone deaf when it comes to opportunities for those who are not rich. I’m one of …
For those of you who pay attention and want to time the market, here’s this weeks best summary:
My Comments: It's fascinating to watch the changing dynamic of China as an economic power, moving inexorably toward a form of democracy, driven by an emerging middle class that is clearly starting to express an interest in the rewards of a "good life", while at the same time experiencing the political pressures that dictate how …
Mutual Fund and ETF Assets Decline in May My Comments: Frankly, I have really no idea what this means. But in the interest of transparency, and in my professional capacity as a “know-it-all” financial advisor, I thought I’d throw this out there and see if anyone is actually interested and/or reading this stuff. By Warren …
Helping Define Your Financial Future 