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 …
By Bob Seawright (Bob Seawright is chief investment and information officer for Madison Avenue Securities in San Diego.) On the day I write this column, I made my last payment towards the education of my children. Had I paid via actual paper draft rather than electronic transfer, I would have waited to receive the cancelled …
Continue reading Realistic Planning: There’s More to Life Than Retirement
For those of you who pay attention and want to time the market, here’s this weeks best summary:
My Comments: The source of this headline is a free weekly investment newsletter called Cognitive Concord. I don’t know what that means exactly and am unsure how the author came to be called what he claims to be his name. But the ideas are good ideas and well articulated. And since I don’t have the …
When I first started in financial services in 1975, I was hired by a company called American National to sell life and health insurance policies. I was able to earn a living and discovered that not having a regular paycheck was survivable. And fortunately, my wife chose to tough it out with me. Over the …
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 …
My Comments: As an investment advisor and financial planner, I’m very aware of the role played by Social Security payments in my clients financial lives as they approach or subsist in retirement. Indeed, some of them are unable to retire as they thought they might, and some applied to the Social Security safety net before …
My Comments: I have very little to add to these excellent thoughts. I have to be careful what I say since I’m not an attorney and there are limits to what I can say. Here and there I’ve added a word or two so you can read this as though it was directed to you …
Continue reading Taking Back Control: Living Wills and Beyond
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