My Thoughts on This: I've had the good fortune to spend time, albeit not yet in person, with Dr. Vicki Rackner. She has been a source of encouragement to me as I attempt to reach a professional goal. On ths day of food, football, and rest, I offer more thanks for the good people I've …
Continue reading Dr. Vicki’s Prescription for a Healthy Prosperous Year
My Thoughts on This: I guess it’s time to start thinking again. The heavy part of the holidays are over and pressure is building for us to confront the new year. I’m not sure why I’m sharing this with you because I’va also been reading posts by people in the know who made predictions last …
My Thoughts on This: There is a right vs left component here that will determine the state of the world that our grandchildren inhabit. We can argue ‘till the cows come home which is better but at the end of the day, none of us individually has much influence on the outcome. So, today we …
My Thoughts on This: I’m unsure if commenting on this is relevant at all for someone who is supposed to be focused on investments and retirement planning and financial matters. But with grandson now in the picture, his health now and in the future is important to me personally. I suspect if you have grandchildren, …
My Thoughts on This: I'm not sure there is a Right and Wrong on this issue. And I'm unsure how it will effect the economy until we're well into 2013. What I am sure about is that it was Congress and not the White House that came up with the idea and in my opinion, …
At Schwab Impact, Chuck Schwab talks alternative investments, one benefit of Dodd-Frank and why he’s willing to write a bigger tax check. My Comments: Most of you know that I'm a center left Democrat. I also pretend to be an economist with a reasonable understanding of economics, finance, and how the world of money works. …
Continue reading Chuck Schwab: We’ll Go Over Cliff, but Let’s Move On
My Comments: This post is directed to those of you who are not now my clients. If you are my client (and/or friend), you know that for me the glass is always half full. It’s the way I’m wired. The target reader of this article are other financial advisors. The author is trying to help …
It's hard to believe but over the past year and a half, I've created over 500 blog posts. This exercise has been a fascinating journey. I'd like to say it's changed my life but I can't imagine how it would be different. And it has brought me a lot of satisfaction. Today we have members …
My comments: I interpret the phrase, “money management” to mean everything necessary to help a client get from point A to point B with more money than they started with. All of us in the investment advisory business work hard to understand all the variables, and apply them intelligently to the needs of the client. …
Continue reading What Constitutes High-Quality Money Management?
My Comments: Yes, there is most definitely a conspiracy going on here, a cooking of the books by the Democrats to fight what is clearly a losing battle. The forces spearheaded by the white male leaders of the GOP will prevail and save our nation from certain destruction! Well... maybe. By Christopher S. Rugaber | …
Continue reading Jobless Rates Fall in 95 Percent of US Cities
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