My Comments: I’m trying to decide if the author of this article is fundamentally to the left of the Obama administration and therefore critical of his lack of fire in promoting new revenue sources for the country, ie higher taxes, or whether the writer is critical because virtually everyone on the right is critical, regardless …
Tag: investment advice
Transatlantic Pact Promises Bigger Prize
My Thoughts on This: As an investment advisor with clients who depend on my judgment about where to put their money, I tend to follow economics and global politics with a profesional interest. This article comes from Great Britain. There are almost always pros and cons to consider when playing the financial odds about the …
Panel: No Need To Sweat The End Of 30-Year Bond Rally
My Comments: All of this reinforces my advice as a financial advisor for my clients to use the programs from Purcell Advisory Services. Yes, this is a commercial, but if you have money to invest, and are not happy with where it is or the folks allegedly looking after it, click on this maze image …
Continue reading Panel: No Need To Sweat The End Of 30-Year Bond Rally
Hedging Against Retirees’ Big Fears
My Comments: This is a long post so beware. But it serves to express clearly three topics that I encounter almost every time I have a heart to heart talk with a retired, or soon to be retired client. It’s not intended to increase your fears, but rather put what fears there are in perspective …
New Survey Validates That US Physicians are Ailing
My Comments: Some of you are aware of my efforts to bring a new idea about medical malpractice insurance to those physicians who own their own practice. Essentially, its a financial strategy that causes 50% of the premiums to return when there are few or no claims made in any given year. Clearly, not all …
Continue reading New Survey Validates That US Physicians are Ailing
Recession, Tech Kill Middle-class Jobs
My Comments: There is usually a disconnect between how the economy is perceived and how well the investment world is doing. There are three reasons why stock prices increase: earnings, earnings, earnings. If those are doing OK, then the price is going to increase since more people are buying stocks than are selling. Globalization, an …
Roubini: Five Economic Risks for 2013
My Comments: Nouriel Roubini is one of those intellectual giants in the world of finance that I enjoy following. He's generally an optimist who is right perhaps 50% of the time. I'm more comfortable with that than a pessimist who is always preaching woe and gloom and is right 25% of the time. By Danielle …
Innovation and Sustainability Are Key to Recovery
While there are still challenges, there are opportunities for recovery My Thoughts About This: The older I get, the shorter my time horizon gets for convincing others of my success as an investment advisor. If I thought I would need the money fifty years from now, there is little question how it should be invested. …
Continue reading Innovation and Sustainability Are Key to Recovery
Bullish Bets Rising In Commodities
My Comments: For some years now, there has been a slowly growing recognition that the investment world has more than two basic elements. We’ve always thought stocks and bonds. Sure, there were always outliers but they were never given the same formal recognition given to stocks and bonds. Today, many of us refer to the …
The Smartest Kid In Summer School
My Thoughts on This: Many of us in the investment world are wondering, as we always do at the beginning of every year, how this new one is going to unfold. After all, we get paid to help our client’s accounts grow, not shrink. So we read the tea leaves like everyone else and come …
Helping Define Your Financial Future 