I try to post these every week. Some you like to time the market and this report from J.P.Morgan is perhaps the best summary to help your decision making:
Tag: investment advice
The Harmful Myth of the Balanced Budget
My Comments: A major contrast that exists between the Republican ideal and the Democrat ideal is how to deal with debt. Many on the right will argue that there is a parallel between the debt of households, which often leads to bankruptcy, and the debt of the nation, which by there definition, will lead to …
A Housing Boom Will Lift the US Economy
My Comments: All of us are uncertain and anxious about the upcoming elections and how the outcome will impact our lives. The following article and the one I have scheduled for tomorrow suggest that life will go on, no matter what. And that life is going to be pretty good for most of us, no …
Studying a Paradox: When Higher Tax Rates HELPED the Economy
My Comments: OK, if you can’t stand reading about economics, then skip this blog post. On the other hand, if you have concerns about the economy and whether your vote in the upcoming election will have any influence on the amount of money you have to spend ten years from now, then you might want …
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J.P. Morgan Weekly Market Recap – October 8, 2012
I am remiss for not posting these every week. Some you like to time the market and this report from J.P.Morgan is perhaps the best summary to help your decision making:
5 Tips to Help Women Manage Their Financial Futures
My Comments: There's really very little I can add to this. I will say that many of my clients are widows, clients who came to me years ago when their husbands were alive and together, they chose me to help them with their retirement funds. That they are still clients suggests that my efforts on …
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Are Richer Clients Getting Outsized Benefits From Tax Deferral?
My Comments: As a financial planner for longer than I can remember, there has always been tension around the question of whether or not to have an individual retirement account, or IRA. The IRS makes the rules that allow someone to put earned income in a special account with tax advantages. You know what I …
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Romney Medicare Plan Remains Vague
My Comments: This post comes courtesy of BenefitsPro.com. The editor has been a strong supporter of Mr. Romney until an email he sent last week said “It’s Over”. He said he could no longer support the GOP candidate and was going to vote for Ron Paul. Here’s a link to his comments. I’m not sure …
The Biggest Bubble in Human History
My Comments: The word “bubble”, in the context of investments, has come to mean a time when values are overstated, and many people are going to suffer financial disaster. The classic examples include the Tulip Mania, where in February 1637 in Denmark, some single tulip bulbs sold for more than 10 times the annual income …
Forty Percent of Small Business Owners Don’t Save For Retirement
My Comments: I’m a small business owner and have been for almost forty years. I’m in the business of helping others retire, and I have to confess to you that I’ve done a poor to average job preparing myself for retirement. Fortunately, my health and my profession allow me to continue to work, never mind …
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Helping Define Your Financial Future 