A 78-year-old woman walks into an agent's office to buy life insurance. "Have you ever had cancer?" asks the agent. "Oh, yes, dear," says the woman. "Breast cancer." "Do you have a family history of heart disease?" "Oh, yes, dear," the woman says, nodding. "My father died of a massive heart attack in his 60s." …
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Romney’s Returns Refute His Tax Argument
My Comment: You may have noticed a little more structure to my blog posts recently. I've identified four basic themes I want to talk about, so on Monday thru Thursday my plan is to provide what I hope is interesting material on that particular "theme of the day". On Friday, it's going to miscellaneous since …
Don’t just blame capitalism, blame the regulators
My Comment: There's been a lot of comment over the past three years about a "crisis in captitalism". The Republicans would have you believe the Obama camp is trying to turn us into Socialists; the Democrats complain that Wall Street has run amock and that greed and the profit motive has caused irreperable harm. It's …
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Gas Prices Expected to Hit $4 Per Gallon By May
My Comment: Ouch! Written by Kate Rogers Published February 06, 2012 Just in time for summer—gas prices are expected to hit a national average of $4 per gallon by May. Patrick DeHaan, senior petroleum analyst at GasBuddy.com, is forecasting prices will peak in May -- by Memorial Day weekend at the latest. According to GasBuddy.com, …
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January Effect: 5 Best-Performing Dow Stocks
By Larry Barrett February 1, 2012 They call it the “January Effect.” Whether it’s the by-product of those Wall Street guys reinvesting their legendary end-of-the-year bonuses or individual investors jumping back into the market after selling for year-end tax reasons, the Dow Jones Industrial Average historically gets a nice little (and sometimes huge) bump during …
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We are all going to hell in a shopping basket
My Comment: Mindful that I've been paying too much attention lately to politics and not enough to "investments" and "college planning", both primary goals I've set for myself this year, this article which appeared in the Financial Times, helps us understand why we don't have as many jobs for our citizens as we once did. …
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J.P. Morgan Weekly Market Recap – January 30, 2012
Click here for the best summary I can find. It comes from J.P. Morgan.
Deficit Myths: It’s All About Healthcare…
By Thomas P. M. Barnett (My Comment: Over the past several months, you’ve heard me reference Tom Barnett before. I am again amazed by his ability to cut through the clutter and articulate, in simple terms, what he sees going on. That I generally agree with him is helpful to me, but whether he turns …
Senior Finances and the Great Entitlements Debate
My Comment: A great number of my clients are now retired or soon will be. Part of that is a function of my age and the fact that I’ve been a financial planner and investment advisor for over 37 years. The political and economic landscape has changed significantly over these years and it’s always a …
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J.P. Morgan Weekly Market Recap – January 23, 2012
Check here for your weekly market recap from J.P. Morgan.
Helping Define Your Financial Future 