My Comments: There are six questions asked here and the responses to these questions lead the author to conclude that we as Americans are experiencing more comfort as the economy slowly improves. At least that's my conclusion. This is not easy to follow but on a rainy Monday, this might give you a measure of …
Tag: Investment advisor
Top 10 Dangers of Alternative Investments
My Comments: I think we can agree that one objective when designing an investment portfolio is to have diversity. For those of you who remember a company and a scandal called Enron, apart from the fact that Enron fell off the face of the earth, the retirement plan investments for most of their employees was …
Hong Kong is Bringing Democracy to China
My Comments: The proper mangement of clients money is something I take very seriously. Not only because I’ve been entrusted with a critical component of someone’s financial future, but also because my livelihood is at stake as well. If I screw up your trust in me, my ability to buy groceries and gas for my …
The Big Retirement Lie
My Comments: The ideas behind this article have filtered through my mind for decades. Everyone and their brother talks about the value of socking away money in an IRA or other tax advantaged retirement plan. And there is an advantage to this, only it has nothing to do with taxes. The advantage is the perceived …
2 in 3 Women Are Uncomfortable With Their Financial Situation
My Comments: I saw this headline on an email from a source that see people like me as their target audience. It's from a company that creats insurance products such as life insurance and annuities for prospective clients. None of this is bad; I rely on such sources to keep me aware of changes going …
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The backlash against the rich has gone global
My Comments: Someone once asked a famous bank robber why he robbed banks and the reply was to the effect "that was where the money was." Right now, it's money in accounts owned by corporate America and those who are considered among the rich. There's an element of that involved in the politics of whether …
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Realistic Planning: There’s More to Life Than Retirement
My Comments: This article is about someone who put all three of his children through college and saw them graduate with no debt. As he says, "Woo-Hoo!" Many of you with children in high school, or perhaps already in college, are doing your best to help your kids get into or through college with money …
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J.P. Morgan Weekly Market Recap – August 6, 2012
For those of you who pay attention and want to time the market, here’s this weeks best summary:
Alternatives Becoming Mainstream
My Comments: Two years ago I began trying to understand what appeared as a new class of investments. Over my 40 year career as a financial consultant, stocks and bonds in all their many variations formed the basis for investment decisions. Over that time, stocks and bonds tended to be relatively uncorrelated, meaning their ups …
Stimulate Your Customer’s Lizard Brain to Make a Sale
Or: Stimulate Your (fill in the blank) Lizard Brain to Make a (fill in another blank) Apart from the fact this is a fun photograph to look at, there's a message here that applies to me as a financial advisor looking for new clients, for a politician hoping to get people to vote for them, …
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Helping Define Your Financial Future 