Here’s your Weekly Insights update from Curian’s Asset Management Group. This informative capital market update is designed to help you stay informed about important developments from the past week, as well as provide thoughtful commentary on how these events might… CONTINUE…
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The Case for Alternative Investments – Part IX
You are perhaps glad I’m now close to the end of this conversation about Alternative Investments. I know I am. This one is intended as a summary, based on a recent letter to my clients. It’s a little long but I encourage you to get to the end. Most of us have been struggling with …
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The Case for Alternative Investments – Part VIII
Over these past few weeks, I’ve been slowly making my case for you to invest some of your money in alternative investments. You’ve had to read and read and read and maybe you’re on track to better understand my thinking. Here is a visual presentation I found recently that re-inforces what I’ve been saying. It …
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Early Florida
Recently, a friend sent me a PowerPoint slide show with about four dozen photographs of early Florida life. I've put them in a web presentation and share them with you here. Click the following link. Early Florida...
The Case for Alternative Investments – Part VII
In the first six parts of this series, I’ve given you some simple definitions that apply when the conversation turns to “alternative investments”. I’ve also given you some examples that you might employ as you become more comfortable with this approach. I’m now going to summarize my position. Basically, the market downturn on 2008 scared …
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AARP Social Security Benefits Calculator
This calculator can help estimate your Social Security benefits and show you when is the best time to claim Social Security. CLICK HERE...
The Case for Alternative Investments – Part VI
When I started this series, I began with some definitions to help the reader understand some of the jargon inherent to the discussion. One word I forgot to define is “correlation”. In financial terms, it refers to the extent to which the value of different asset classes (bonds, stocks, gold, etc.) move in relation to …
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How and When to Buy Life Insurance
Most of us want to own a little life insurance. Some of us need to own a lot. We know that sooner or later will come a day of reckoning, and hopefully, there will be people to mourn us and carry on. None if this is easy to talk about. As someone licensed to sell …
Nine Global Ideas to Kick-start the US Economy
By now, you will have discovered that I have an interest in global politics and economics. That’s because increasingly, what happens across the world will significantly influence how much money I’ll have for the rest of my life. And you’ll have for the rest of your life too. As a Registered Financial Advisor, its in …
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Ch. 3 – CollegeMoneyNow – Help With College Funding
Given all the media coverage of skyrocketing college costs, you would think that parents would have a good grasp of the cost of an undergraduate education for their children and how they are going to pay for it. I don’t think they do. For many families, financing the cost of college remains a mystery. The …
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Helping Define Your Financial Future 