My Comments: You’ve heard me tee off on this subject before. My hope is the Supreme Court decides it’s OK and leaves it alone. Following that potential outcome, political necessity will dictate adjustments and changes that will ultimately lead to a better solution than what we had before. But changes in how we approach health …
Tag: Investment advisor
Investment News:
Mutual Fund and ETF Assets Decline in May My Comments: Frankly, I have really no idea what this means. But in the interest of transparency, and in my professional capacity as a “know-it-all” financial advisor, I thought I’d throw this out there and see if anyone is actually interested and/or reading this stuff. By Warren …
Self-Interest Meets Mandate
My Comments: You may not like the mandate, but it’s probably in your best economic interest to accept it. By EDUARDO PORTER Published: June 19, 2012 Within the next few days, the Supreme Court may strike down the provision in the Affordable Care Act requiring every American to buy health insurance. Odds that the justices …
Taking Back Control: Living Wills and Beyond
My Comments: I have very little to add to these excellent thoughts. I have to be careful what I say since I’m not an attorney and there are limits to what I can say. Here and there I’ve added a word or two so you can read this as though it was directed to you …
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Cheap Chinese Finance Rolls Into Bahamas
My Comments: They say money is at the root of all evil, and they may be right, but it’s also at the root of how most of us live our lives, and like it or not, in our society, having more money is considered better than having less money. As a result, I’ve made a …
Alternatives Growing in Portfolios as Markets Stumble
Nontraditional investments could grow to 10%-15% of mutual funds in 10 years, according to Cerulli My Comment: For at least 18 months, I’ve been including a program featuring “alternative investments” in my client portfolios. The logic behind this is/was to build portfolios that are less likely to tumble when interest rates finally start an upward …
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Financial Advisors Lean Toward Alternative Investments
My Comments: Today, being Monday, is when my blog posts lean toward INVESTMENTS. And for the past three years, my advice as a financial advisor has been to include alternative investments in the portfolios I help manage for clients. Because, in this day and age, it works. Mindful that my professional objectives are to help …
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J.P. Morgan Weekly Market Recap – May 21, 2012
For those of you who pay attention and want to time the market, here’s this weeks best summary:
First Quarter 2012 Summary for Clients of Florida Wealth Advisors
The following comments and opinions are from some of the Purcell Advisory Services signal providers, and are taken from the quarterly report sent out to advisors like us. They are intended to help us better understand the investment dynamics involved with each of these programs so that we can better assure our clients that we …
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Finance Can Fund a Revolution in Giving
My Comment: Finding ways to give back to your community is a classic step toward redemption. My friends would be hard pressed, however, to assign that motivation to me. I do it because it seems appropriate, because I can, and because it allows me to interact with other intelligent and motivated people. In these days …
Helping Define Your Financial Future 