My Comments: For years I've sort of paid attention to omens; how else are you going to justify the bizarre outcomes that invevitably happen and influence how much money my clients end up with over the years. The tempatation, no matter how professional you try to be, is to respond to the advice of those …
Continue reading 8 Stock Market Omens That Influence Investors
I try to post these every week. Some of you like to time the market and this report from J.P.Morgan is perhaps the best summary to help your decision making:
By Joyce Hanson, AdvisorOne The intricacies of investor psychology shed light on what people are doing to miss out on long-term opportunities—and on how advisors can help them overcome those behavioral hurdles, according to a recent report from Franklin Templeton Investments. Behavioral phenomena can have a negative impact on investor psychology, says Franklin Templeton in …
My Comments: You can argue if you like that the writer, a Nobel laureate in economics, is simply a misguided Democrat. But as the US accepts the leadership role in the globalization process it began following WWII, it must recognize that for the sake of our grandchildren, there is more at stake than simply being …
My Comments: While the title of the article is a little obscure, the message is clear: most people do not have a plan to deal with their assets when they pass away. As I mentioned recently about Long Term Care insurance, there is a strong denial force at work here. At the very least, get …
With October 15 behind us and April 15 still comfortably far away, it’s a good time to start boning up on ways to save money once things start getting serious. With that in mind, Bankrate.com identified 10 great deductions that individual taxpayers should use – but often forget. 1. Charitable expenses Sure, the donation is …
My Comments: Over the years, I've called myself slightly different things when people ask me what I do for a living. If I was a plumber or car salesman, it would be fairly easy. But as an entrepreneur in financial services, you are always searching for that quick response that defines who you are and …
Continue reading Americans to Financial Planners: We Need Help!
My Comments: As I find myself getting older, I find myself increasingly fascinated by how the future is going to unfold. Some of this may be because the number of years I have left is predictably shrinking. My uncle, my father’s younger brother, recently died at age 96. My grandson is about to turn 2 …
My Comments: I like to think of myself as an economist, albeit an amateur. For the past 70 years, since the end of WWII, this country has been pushing economic development across the planet. Our efforts have resulted in incredible wealth in nations that can be called rising great powers. And there has been a …
I try to post these every week. Some you like to time the market and this report from J.P.Morgan is perhaps the best summary to help your decision making:
Helping Define Your Financial Future 