My Comments: The ideas behind this article have filtered through my mind for decades. Everyone and their brother talks about the value of socking away money in an IRA or other tax advantaged retirement plan. And there is an advantage to this, only it has nothing to do with taxes. The advantage is the perceived …
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Women to Benefit Most from Health Reform
My Comment: This article appeared in a recent edition of a newsletter addressed to those of us who focus on employee benefits for corporate America. In spite of high unemployment numbers, many successful businesses cannot find enough people with the necessary skills to help them grow. Keeping the ones they do have is critical. Across …
The backlash against the rich has gone global
My Comments: Someone once asked a famous bank robber why he robbed banks and the reply was to the effect "that was where the money was." Right now, it's money in accounts owned by corporate America and those who are considered among the rich. There's an element of that involved in the politics of whether …
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J.P. Morgan Weekly Market Recap – August 6, 2012
For those of you who pay attention and want to time the market, here’s this weeks best summary:
A Modern-day Depression: The Current Secular Market Cycle Mirrors the Past
My Comments: This article is further confirmation that these are not “normal” times. My efforts to help you manage your money cannot follow the traditional “buy and hold” approach that worked in the eighties and nineties. If you expect to have more money in the future than you have now, you have to be either …
Continue reading A Modern-day Depression: The Current Secular Market Cycle Mirrors the Past
The Election, the Presidency and Foreign Policy
My Comments: Last Monday I got a call from a client who asked me to close her investment account. Her comments suggested she didn't expect Romney to win and if Obama was elected to a second term, the world was going to come to an end. She wanted her money under her mattress even if …
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Seeking Creative Ways to Pay High College Costs
My Comments: I'm very involved with a foundation out of Tucson, AZ that has the ability to help parents find endowment money to pay for college. A typical result when you engage with the foundation is $60,000, spread over four years, that does not have to be paid back. In spite of this record, many …
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Is Another Lost Decade on the Horizon?
My Comments: This article, which appeared in a recent issue of “Producers Web”, an online magazine that caters to the investment and financial planning community, affirms what I have been telling clients and prospective clients now for about five years. Namely, that we are looking at another 5 – 8 years of essentially sideways movement …
Managing Your Student Loans
If this is Tuesday, (and I think it is; we just got back from a trip to California and six days of sleep deprivation) then today is when I write something about the problems of paying for a college education. This article comes from a MDPreferred.com, an organization I work with to help physicians navigate …
New Book: How to Make America Great Again
My Comments: In 1950, my parents brought me to these United States and I became and American. I was granted citizenship in 1959 when I graduated from high school. I have regrets, but none of them as a result of my coming here to live, be educated, and grow a family. As a professional in …
Helping Define Your Financial Future 