My Comments: Unfortunately, while this is absolutely correct, virtually all of us measure our success or lack of it by results. How we got there is at that point irrelevant. I’ve been professionally involved in the investment process for almost 40 years, and have cautioned clients over and over again with that famous disclaimer about …
Continue reading Successful Investing Stems From Process, Not Goals
My Comments: I’ve made it clear over the past few years that I am not a fan of austerity. I believe the government has a mandate to push the envelope to make sure that ALL of us are included when it comes to sharing the pie. Can we push too hard? Oh, yes, and the …
Continue reading Why Obama should pick Summers to lead the Fed
Volatility in virtually all markets have meant clients are upset and uncertain. Here is a take away from this weeks J.P.Morgan report that I think is important: "...expect growth to accelerate into the second half of the year, a realistic expectation given the easing of fiscal drag, the continued rebound in household wealth and the …
Continue reading J.P. Morgan Weekly Market Recap – July 31, 2013
My Comments: It's a fact of life that most of us men are going to pass away before the significant women in our lives. So we attempt to keep our financial lives in order and provide the necessary resources so that those left behind can continue to live in grace and dignity. As a financial …
Continue reading Bag-Lady Specter Haunts Even Savvy Women’s Retirement
My Comments: My wife of almost 43 years and I have been very fortunate in that the only deaths we’ve experienced among our extended family has been our respective parents. But I’ve had many a client pass away and from time to time, chaos has followed, along with hard feelings and despair. The quicker everyone …
Continue reading When a Family Member Dies; A Financial Checklist
My Comments: Those of you who read my posts regularly know that I am a proponent of the PPACA. I fully expect it to morph over the next several years as unexpected and unintended consequences surface. Ten years from now, it will only resemble the initial legislation. The source of this article is generally very, …
My Comments: The title of this article implies it was directed toward me, someone who works in financial services and who has clients who depend on the skills and experience I've gained over these past many years. Those of us who profess to be professionals and assume a fiduciary role with respect to our clients, …
My Comments: It’s OK to be afraid. It’s not OK to let your emotions determine everything about your life. Especially your investments which are mostly about accumulating money for the future. But it’s very hard to keep emotions out of the picture and be objective. Which is why many folks hire people like me to …
Continue reading Here’s What Happened To Your 401(k) If You Panicked In The Financial Crisis
Bruce Kasanoff | Entrepreneur. Writer. Speaker. Co-author of Smart Customers, Stupid Companies. Every person matters. Every time you encounter another person, think: help this person. It's not altruistic. Nothing else can so quickly supercharge your career and improve the quality of your life. When you walk into Starbucks for a coffee, think help this person …
Continue reading Three Words That Will Transform Your Career
My Comments: I was born in Great Britain, with bombs falling within a few miles of the house where my mother lived. My father was across the English Channel, with the British Army, with the as yet to happen escape via Dunkirk. From time to time, my mother and her two sisters retreated to a …
Helping Define Your Financial Future 