My Comments: Mindful that I have clients who do not have computers at home, and whose cell phones were purchased 7 years ago, I confess to trying to be as up do date as possible with technology. I find it fascinating and fun to use. Having said that, I don't do much with Twitter or …
Continue reading 7 Must-Have (Free) Mobile Apps to do Your Job Better
My Comments: There are successful investors, and there are unsuccessful investors. Some of them are the same people. I ran across this list and realized there are nuggets here that my clients and prospective clients might find helpful. We live in an increasingly complex world so finding short, sweet comments from time to time that …
My Comments: I have a relationship with a company in San Diego that is my source for new ideaa and products that fall into the category of Long Term Care and other insurance products that are appropriate for many of my clients. Each week I get an email from them with a Thought of the …
My Comment: An interesting observation from someone who has spent many years in leadership roles in our society. By Lawrence Summers | Bloomberg | FT Throughout US history, division and slow change have been the norm rather than the exception With last week’s release of the president’s budget, Washington has once again descended into partisan …
Continue reading America’s Problem is Not Political Gridlock
My Comments: Many of my clients are elderly clients. For many, their investment horizon going forward is not 20 years or more. They have little need to take what many of them think of as aggressive steps to grow their money. On the other hand, good advisors today are encouraging their clients to be more …
Continue reading Record U.S. Stocks at Lowest Valuation Since 1980
My Comments: Why, you ask, do I repost an article that on the face of it has nothing to do with investing money, or financial planning or making sure taxes are minimized. Well, because many of you are going to be investing money ten, twenty, and thirty years from now. Your lives will change from …
My Comments: In the early 90’s, I opened a branch here in Gainesville for a company called International Assets Advisor Corporation. This company, headquartered in Winter Park, FL was a leading proponent of having clients invested in markets beyond the US. It was a rather revolutionary idea at the time. The lead broker on the …
Continue reading Why Emerging Markets? Growth, Demographics and Yield
My Comments: Amid the budget crisis that seems to consume Washington and the national press are issues about social security that never seem to go away. This is spite of the fact that we are among the wealthiest nations on the planet and that it was deemed some 80 years ago that we could afford …
These minor changes in your daily routine will make a major difference in your life and career. Happiness is the only true measure of personal success. Making other people happy is the highest expression of success, but it’s almost impossible to make others happy if you’re not happy yourself. With that in mind, here are …
My Comments: There is a lot of evidence and sentiment that 2013 will be a solid year. Housing starts are strong and will continue to be at least until interest rates start to climb. The jobs report continues to be positive with roughly 200K new jobs every month for the past four months. GDP growth …
Continue reading Americans Take Payroll-Tax Increase in Stride to Keep Spending
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