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Tag: gainesville florida
Look Beyond Stock Mutual Funds’ Lousy 2011 Numbers
My Comment: Lately, I’ve been doing a lot of drum pounding about the investment manager I found some 18 months ago. Purcell Advisory Services uses mutual funds and ETFs and is hands down the best solution I’ve found to grow your money ever. The conservative portfolio I use returned 5.45% net of all fees in …
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Health Insurance is for Everyone
My Comment: I began my career as an insurance agent in 1975. I found a way to offer health insurance to employees of the university that provided similar and/or better coverage for less money every month. I watched and listened during the Clinton years to efforts to remedy the health insurance problems facing this country. …
Make China the Face of the World Bank
My Comment: There is a lot of hot air out there these days about the threat China might be to the United States going forward. I’m not inclined to think so given the profound economic ties that exist between the two countries. Its been said that the United States cannot stay a great country without …
In Gaming the Future, Don’t Bet Against the Millennial Generation
At last, another positive item to reflect on! By Thomas P.M. Barnett | 12 Mar 2012 As someone who thinks long and hard about global futures, I participate in a lot of professional forums where experts discuss the growing complexity of this world and question the ability of existing political systems, both democratic and authoritarian, …
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J.P. Morgan Weekly Market Recap – March 19, 2012
This comes from J.P. Morgan. It's the best one I can find, so click HERE.
Designing and Evaluating A Strategy on Alternatives
My Comment: Alternative investments, in my opinion, are a key ingredient in contemporary investment portfolio design. The one hiccup that caught the attention of financial advisors like me was the extent to which bonds and stocks both declined in value in the fall of 2008 and early 2009. We've always tried to diversify a portfolio …
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SSI Is Not Social Security
My Comment: There is increased attention being paid to the myths and truths about Social Security these days, in part because the media and politicians delight in creating confusion, and in part because the baby boomers are now reaching full retirement age and asking real questions. Just last evening, at the meeting of the Gainesville …
If Taxes Rise, Should You Form An LLC or Incorporate?
My Comment: I was asked a similar question the other day, posed by a distant cousin in England. You have an idea for a business enterprise and among the questions you ask yourself is how it should be structured. This is sometimes an convenient excuse to avoid asking whether the idea has the necessary potential …
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Retirement Shortfall Risk Making College Saving Tougher, Even For Affluent
My Comment: Every where I turn these days there is more bad new about the cost of a college education. This article is no exception. To counter it and do my part, I've partnered with a foundation in Tucson that for the past 27 years has been solving a large part of this puzzle for …
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Helping Define Your Financial Future 