Interesting and helpful read as it relates to our involvement in Pakistan. This conflict, which I would like to see us end quickly, has implications for the economic future that you and I will encounter. And that influences our investment decisions going forward. George Friedman is not Thomas Friedman but he does a great job …
Tag: financial planning
Capital Market Update – June 20, 2011
Here’s your Weekly Insights update from Curian’s Asset Management Group. This informative capital market update is designed to keep you apprised of the important developments from the past week, as well as provide thoughtful commentary on how these events might impact investment portfolios.
The Case for Alternative Investments – Part IV
Are you more than a little worried about where the markets are heading? If you are, and you don’t have millions on the line (that’s most of us) then I’m going to jump ahead and tell you now about three investment options from Purcell Advisory Services, out in Tacoma, Washington. I’m actively putting clients into …
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Maybe You Should Choose Door #3
Door #1 is to retire as soon as you can and hope for the best. Door #2 is to keep working as long as you can and hope your health holds so you can enjoy retirement. There may be a third alternative that you can choose which we’re calling Door #3. It may give you …
Find Free Money to Pay for College – Ch. 1
College planning and retirement planning go hand in hand. As someone who has helped clients with their retirement plans for over 30 years, I like to think I know what I’m doing. A subset of retirement planning is college planning or college funding. I’ve discovered that you can’t offer one without impacting the other. Typically …
The Case for Alternative Investments – Part III
The intent behind this series of posts is to give you an idea about “alternative investments”. What they are, how they have performed over the last several years, and whether or not you should begin to employ them in your personal investment portfolios. I think you should, and by the end of this discussion, you …
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5 Myths About the Economic Recovery
As a financial planner I’m often asked by clients and non-clients for my opinion about the economy. My stock answer, “I have no idea!”, is driven by the fact that I really don’t have a clue. Yes, I consider myself pretty knowledgable about economics, I read extensively about global economics, about business, about financial issues, …
A Positive Note for Monday
BNY Mellon-Dreyfus chief economist sees 4% growth globally as global economic expansion continues Speaking at the Pershing Insite conference on Wednesday, Richard Hoey, chief economist for BNY Mellon and Dreyfus Corp., proclaimed that “we’re still in a global economic expansion,” but said that the rate of growth differs sharply between those countries that have experienced …
The Case for Alternative Investments, Part II
Part I began my discussion about Alternative Investments by trying to help with an understanding of the terms used. I referenced some of the investments that are thought of as “alternatives” and began to provide definitions for some of the words and phrases necessary if you’re going to employ Alternative Investments in your portfolio. As …
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Every 18 Year Old Should Have These 3 Critical Documents
Summer is here and high school graduation has come and gone. Before you know it, college freshman everywhere will be settling into their residence halls and high school seniors are eagerly anticipating being next. Moving on to college is an important milestone for young adults, but it is important not to lose sight of other …
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Helping Define Your Financial Future 