My Comments: This won’t interest some of you, which is OK. Others will recognize it as part of the cosmos that includes our economy and our political environment. These things contribute to the process that results in the amount of money we have to live our lives the way we want to. I’ve long said …
Tag: Investment advisor
Perspective
From time to time my natural balance, especially my mental balance, gets out of whack. Some in my family argue this is increasingly frequent. To solve this, I sometimes turn to images and thoughts about the vast emptiness of the universe. Thinking about this and looking at images like this one leads me to conclude …
Why the IRS Wants You to Watch Your IRA Rollovers
My Comments: Can you say esoteric? Can you say huh? Can you say obscure? The IRS recently issued a ruling, or perhaps more accurately a tax court decision made it for them that limits a persons ability to make an IRA rollover more than once in any calendar year. Used to be if you had …
Continue reading Why the IRS Wants You to Watch Your IRA Rollovers
The SWIFT way to get Putin to scale back his ambitions
My Comments: How many of you have heard of SWIFT? Do you recall it was used in 2012 with Iran? I’ve commented earlier about the events in Ukraine and how they may effect us and our investments. Not to mention the bad feelings they generate in my head given my personal history. While the talking …
Continue reading The SWIFT way to get Putin to scale back his ambitions
Coastal Dwellers Should Take Their Own Chances
My Comments: When I graduated from college, I decided to stay where I had lived the past four years. I’ve never once regretted that choice. Living in Florida and NOT on the coast might be a good thing, now that global warming is in our collective thoughts. But most of my life is now behind …
Continue reading Coastal Dwellers Should Take Their Own Chances
Scorpions, Chiggers & Sand Fleas
My Comments: I wish I knew who wrote this and who sent it to me so I could give them proper credit. The closest I’ve come to “war” was my early years in England when the Germans were dropping bombs on the surrounding countryside near London. Intellectually I know that from time to time it’s …
Bitcoin And Its Obsessive Adolescence
My Comments: Last Friday, I brought “Bitcoin” to the financial table for a lot of you. Just as Facebook has become a fixture in our lives over the past decade, so too will Bitcoin, or something similar. Turning the clock back on the digital age is not going to happen. The challenge for us is …
Our Flawed Financial System is Reflected in Bitcoin
My Comments: What exactly is a bitcoin? I’ve been reading about them for many months now and I’ve yet to understand how I would spend one if it happened to show up in my change at Publix. Chances are it never will. But... The image suggests they are made of metal. But that runs counter …
Continue reading Our Flawed Financial System is Reflected in Bitcoin
10 Bear Market Catalysts To Watch For
My Comments: I guess it's human nature to abhor a vacuum. If there isn't a crisis, we invent one. We’ve had 5 years of mostly good times in the markets, since about the first of April in 2009. The second chart below kinda proves that. From a timing standpoint, we’ve had people predicting the end …
Spring Check-Up: 5 Investment Ideas For Your Portfolio
My Comments: OK, we’re a long way into Spring, but the dramatic push to finish taxes by April 15th is behind us. Time now to review and reflect before the heat of summer is here. These five ideas make sense to me. And yes, the approach I take with clients is a little different, ( …
Continue reading Spring Check-Up: 5 Investment Ideas For Your Portfolio
Helping Define Your Financial Future 