My Comments: They say money is at the root of all evil, and they may be right, but it’s also at the root of how most of us live our lives, and like it or not, in our society, having more money is considered better than having less money. As a result, I’ve made a …
Tag: financial planning
Financial Advisors Lean Toward Alternative Investments
My Comments: Today, being Monday, is when my blog posts lean toward INVESTMENTS. And for the past three years, my advice as a financial advisor has been to include alternative investments in the portfolios I help manage for clients. Because, in this day and age, it works. Mindful that my professional objectives are to help …
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Only Half of Americans Financially Prepared to Live Longer
My Comments: I know, I know, I promised to add stuff that was more positive going forward. Only it’s hard to find. And as I age, along with you, I’m reminded that given medical advances, both of us might be dead by now had we lived a 100 years ago. But we’re not, and that’s …
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Romney, College Education, and Economic Growth
My Comments: Yes, I’ve been a partisan Democrat all my adult life. I’ve not always voted along party lines, but I’m clearly not among the 1%, so I think I have a better understanding of what the rest of us face on a daily basis about paying bills, saving for the future, dealing with health …
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The Paradox of Being Prepared
My Comments: The author of this article has a blog about investments that is both entertaining and informative. As much as anything, he doesn’t take himself too seriously, which is a fault many of us have. It’s long, but a good one... by Jeffrey Dow Jones Turns out our newsletter last week on China was …
Navigating the Landscape of Healthcare Reform
How the Affordable Care Act Impacts Vision and Dental Plans My Comments: We’re still waiting to hear what the Supreme Court is going to say about the constitutionality of the Patient Protection and Affordable Care Act. Personally, I don’t have a problem with the mandate and while I have reservations about some of the provisions …
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The Inequity Of Private-Equity Hustlers
My Comments: How many of you have been to SeaWorld in Orlando? For some unknown reason, I’ve never been there but I know my kids have and they loved it. The only reason I’m talking about SeaWorld now is because last year the company that owns it generated so much revenue they had a net …
Net Inflows into Stocks and Bond Funds Decline 71% in March
My Comments: Several of my clients have been asking how come their accounts didn't grow by 10% in the first quarter. As they received their quarterly statements, what they saw did not agree with what they heard on TV. Namely that the bad times were over, the DOW and S&P500 were up and running, and …
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US Jobless Claims Hit Four-year Low
My Comments: There is a lot of talk about the value of a college education these days. One reason the question is even valid is there are very few jobs out there for college graduates to take. People my age are simply not walking away from an income since our retirement funds have drastically diminished. …
First Quarter 2012 Summary for Clients of Florida Wealth Advisors
The following comments and opinions are from some of the Purcell Advisory Services signal providers, and are taken from the quarterly report sent out to advisors like us. They are intended to help us better understand the investment dynamics involved with each of these programs so that we can better assure our clients that we …
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Helping Define Your Financial Future 