My comments: When I saw this title, I had my doubts. Part of that is because no President has enough necessary tools, and because one doesn’t “fix” the economy; it more or less has a life of its own. If I “believe” things are better, which is a mindset, and not written in stone, then …
Tag: Investment advisor
J.P. Morgan Weekly Market Recap – November 12, 2012
I try to post these every week. Some of you like to time the market and this report from J.P.Morgan is perhaps the best summary to help your decision making:
An Investment Designed for Income
From time to time an idea comes across my desk that I find compelling. So I decide to share it with clients and those of you who might become my clients. And while this blog is not supposed to be a commercial, meaningful retirement income is a very real problem these days which explains why …
Cheer Up, Republicans
You’re going to have a moderate Republican president for the next four years: Barack Obama My Comments: I have a memory of the 1952 presidential campaign where I’m leaning out the window of a room in the Pere Marquette Hotel in Peoria, Illinois. Below me was a parade with bands and cars and horns. In …
3 Self-Defeating Investor Behaviors:
By Joyce Hanson, AdvisorOne The intricacies of investor psychology shed light on what people are doing to miss out on long-term opportunities—and on how advisors can help them overcome those behavioral hurdles, according to a recent report from Franklin Templeton Investments. Behavioral phenomena can have a negative impact on investor psychology, says Franklin Templeton in …
America’s Global Election
My Comments: You can argue if you like that the writer, a Nobel laureate in economics, is simply a misguided Democrat. But as the US accepts the leadership role in the globalization process it began following WWII, it must recognize that for the sake of our grandchildren, there is more at stake than simply being …
Cost of Long-Term Care Insurance Keeps Rising
My Comments: Did you know that, according to the 2012 AALTCI Source Book, 69% of 65-year-old clients who own Long Term Care insurance (LTCi) will make a claim? That is a risk so high that it could almost be considered an inevitability. And yet advisors like myself are reluctant to talk about this with clients …
Continue reading Cost of Long-Term Care Insurance Keeps Rising
10 Overlooked Tax Breaks
With October 15 behind us and April 15 still comfortably far away, it’s a good time to start boning up on ways to save money once things start getting serious. With that in mind, Bankrate.com identified 10 great deductions that individual taxpayers should use – but often forget. 1. Charitable expenses Sure, the donation is …
9 Things Successful People Do Differently
This showed up recently and since I like to think of myself as mildly successful, it caught my attention. I perhaps grade out at B+. By Joyce Hanson, AdvisorOne | October 26, 2012 Just about any topic the Harvard Business Review considers becomes golden as soon as it hits HBR’s website. The site’s most popular …
Helping Define Your Financial Future 