My Comments: No, we are not doomed. But I can’t recall this much rain every day, some of it at night, when there wasn’t a hurricane. I’m sure it happened, but I don’t remember. Does it have an effect on the economy? Experts agree last winters’ storms had an effect. So it’s worth paying attention …
Continue reading World Weather Gone Haywire – Effects On… CRB Index and The Economy
My Comments: More than once a week, I have conversations with a client, or prospect or someone I run into, who are gloomy to the point of absurd. There is a pervasive expectation that life will be miserable going forward. I suppose it’s a natural phenomenon, but I don’t share it. That it will be …
Continue reading US Economy: Misaligned Policies to Blame, Not Structural Flaws
My Comments: A disclaimer here: I’m not an attorney. But Ike Devji is and I’ve followed him for some time and his writings are relevant and make sense. I’ve recently been involved in some discussions with physicians and business owners about life insurance. Their questions and criticisms almost universally reflect an ignorance about the topic …
Continue reading What is an ILIT? Why Doctors and Business Owners Should Consider Having One
My Comments: The writer has a powerful message to send. He was right about this back in 2008 but that doesn't mean he's right this time. I have clients and prospective clients asking when the next downturn is going to begin. And yet there are many articles that suggest it’s still a long way off. …
My Comments: Geopolotical events almost always influence the world of investments. Today, global economic health, or lack of it, dictates to some extent how we invest our money, where we invest our money, and what we can expect going forward. All of us saw recently how the ISIS jihadists in Iraq caused the price of …
My Comments: There is nothing I can add to this except encourage you to read it. By Jurek Martin / June 12, 2014 The House majority leader’s defeat disproves the hypothesis that money is all there is These had not been the best of times in America. A seemingly endless round of shootings in public …
Continue reading Eric Cantor’s Defeat is a Shaft of Light in Dark Political Times
My Comments: Keeping more of what you earn resonates with a lot of people. I recently found a newly minted idea that dramatically increases ones ability to keep more of what you earn. It dovetails with this post about physicians. But it is not limited to physicians and hospitals, but to virtually any successful small …
Continue reading Want to Increase Hospital Revenues? Engage Your Physicians
My Comments: Europe has been in the news a lot recently. President Obama is/was over there, it’s the 70th anniversay of D-Day, the Ukraine is a basket case waiting to get resolved, and so on. And all this time, people have investments and between dealing with the heat of summer and the need to take …
My Comments: Understanding the Social Security system and helping clients make the best choices has become a passion for me. Before a few months ago, I never realized there were a total of 97 months to choose from when signing up for benefits. I never knew the difference between the best month and the worst …
Continue reading 10 Numbers Everyone Should Know About Social Security
My Comments: It’s no secret that Social Security is a major issue these days. So many people are arriving at the magic number when you can apply. For financial advisors like myself, knowing most of the variables and being able to help clients and others make the best decision for themselves is important. When you …
Continue reading 10 Things You Should Know About Social Security
Helping Define Your Financial Future 