There appears to be a significant disconnect between those of us who have advocated a tactical approach to investing money for years from those who learned their trade during the 18 years that ran from 1982 thru 2000. The study referenced below in the article, as it appeared in the print edition, headlined “45% of …
Continue reading Tactical Strategies Gain, as Buy and Hold Fades
My Thoughts on This: As you know, I fully support the passage a few years ago of the Affordable Care Act. I’m also a realist in that I expect it to change shape over the years. Here’s an article that suggests what might happen in those states where the governor is married to the “anyone …
Continue reading Fallout for States Rejecting Medicaid Expansion
My Comments: Mindful that I have clients who do not have computers at home, and whose cell phones were purchased 7 years ago, I confess to trying to be as up do date as possible with technology. I find it fascinating and fun to use. Having said that, I don't do much with Twitter or …
Continue reading 7 Must-Have (Free) Mobile Apps to do Your Job Better
‘Is the stock market a bubble ready to burst? No,’ say BlackRock’s investment strategists in a spring update My Comments: All of us are looking for an edge, an insight, a clue to help us make what we hope are smart decisions about our money. These comments from someone clearly ahead of the curve that …
My Comments: There are successful investors, and there are unsuccessful investors. Some of them are the same people. I ran across this list and realized there are nuggets here that my clients and prospective clients might find helpful. We live in an increasingly complex world so finding short, sweet comments from time to time that …
My Comments: As a financial planner and investment advisor for the past 38 years, I recognize that we, that's me and you, are moving into uncharted waters. While the future is always an unknown, what we are dealing with now is how whether many of us are going to have enough money to live with …
My Comment: An interesting observation from someone who has spent many years in leadership roles in our society. By Lawrence Summers | Bloomberg | FT Throughout US history, division and slow change have been the norm rather than the exception With last week’s release of the president’s budget, Washington has once again descended into partisan …
Continue reading America’s Problem is Not Political Gridlock
My Comments: It seems the DOW hits a new record every week and everyone is wondering when the penny is going to drop and once again, we fall into the abyss. Most of us think it will happen, but not anytime soon. Here's another analysis worth reading. By Jeffrey Dow Jones This week (April 8) …
My Comments: First, I’ve been a supporter of Obamacare since day one. Not because its a panacea for what ails us, but because without it, none of the stakeholders individually have enough leverage to effect meaningful change. By that I mean, doctors, hospitals, insurance companies, Big Pharma, and of course, patients like you and me. …
Too much information can be as harmful to retirement plan decisions as too little. My Comments: Somewhere along the way during my last 40 years in the world of financial services, I read or was told that at some point you have to make a decision. You cannot simply attempt to absorb more and more …
Continue reading The Disclosure Paradox: How Much Information Is Too Much?
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