My Comments: I read this writers articles from time to time as his primary focus is the world of investments and how to make money. That's also my professional world. When this one crossed my screen, I took notice since the issue of climate change is very real, in my opinion, and will become an …
Tag: investment advice
Estate Planning is Dead — Long Live Retirement Planning!
My Comments: While these comments were directed toward advisors like me, they are representative of something that happens to many of us over time. What we are trained to do, and from which we earn a living, changes and we become irrelevant. An example happened in Detroit, once the heart of American car manufacturing. And …
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Bernanke Signals Flexibility on Tapering
My Comments: A few weeks ago, the Federal Reserve Board met and then Ben Bernanke made some comments to the effect that what is knows as Quantitative Easing, or QE, was about to end. The markets went nuts, the day to day volatility in the markets was off the charts, and investors were not happy …
How Much Is Your Privacy Worth?
My Comments: My post from July 1, 2013 (Snooping...) suggested that as a society we have to come to terms with what is acceptable and what is not acceptable and encode into our legal system, boundaries that cannot be crossed. We do that already with traffic laws, none of which had any relevance when the …
Bob Doll Judges His Top 10 Predictions for 2013
My Comments: I met Bob Doll some twenty years ago when he was a regional VP for Oppenheimer Funds. At least that’s what my memory tells me about him. Today, he is one of the most influential money management gurus on the planet. His thinking is more often than not, spot on. By Joyce Hanson, …
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J.P. Morgan Weekly Market Recap – July 9, 2013
My original idea was to post these every week or so. Many people like to make their own investment decisions and this recap is a great way to gain insight into what is going on globally. This weekly broadcast from J. P. Morgan will give you some insights as to what is going on right …
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The Legality of Offshore Planning: an Introduction
My Comments: This blog post by Hale Stewart, derives in part from his expertise with captive insurance companies, and the fact that they are often set up in an offshore jurisdiction to provide a layer of asset protection for those using the concept. There are now approximately 17 states that allow and encourage the creation …
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Barry Ritholtz Names Three Major Market Threats
My Comments: Whatever game of life you are playing, you tend to be more successful if you can identify threats in advance and make choices to reduce or eliminate the damage when they appear. Of course, just being aware of them tends to suggest they never materialize. Just like taking your umbrella with you to …
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Class of 2013: Your Degree Doesn’t Mean Squat
My Comments: This headline caught my attention. Perhaps you’ve read recently about student loans and how they can put a noose around the neck of a college graduate, a noose that stymies rational planning for years, including marriage, buying a house, doing a lot of things that I never gave a second thought to when …
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Biggest Retirement Threat? It’s Not Running Out Of Money
My Comments: This is certainly a different slant on things. As a financial planner and advisor these many years, running out of money has been the major threat for those of us thinking about retiring or who are already retired. How do we make sure we’re not broke before we die? Just what I need; …
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Helping Define Your Financial Future 