My Comment: Whenever I read something in an investment magazine that talks about risk and it is never made clear what is meant by “risk”, I end up feeling cheated. Virtually everything we do in life has a “risk component. Driving to the store to buy milk, taking a vacation in Europe, forgetting your boss’s …
Continue reading How Much Risk Do Clients Really Need to Take?
A summary of what happened last week, and might happen this week. Click HERE…
Stocks end this final week of what’s shaping up to be the best first quarter in 14 years, with little hope the second quarter can match its gains. My Comment: Who among you saw this coming? And if you did, what is your prediction for the next quarter? No one knows. All we do know …
Continue reading First Quarter On Track to Be Best in 14 Years
A summary of what happened last week, and might happen this week. Click HERE...
My Comment: Lately, I’ve been doing a lot of drum pounding about the investment manager I found some 18 months ago. Purcell Advisory Services uses mutual funds and ETFs and is hands down the best solution I’ve found to grow your money ever. The conservative portfolio I use returned 5.45% net of all fees in …
Continue reading Look Beyond Stock Mutual Funds’ Lousy 2011 Numbers
This comes from J.P. Morgan. It's the best one I can find, so click HERE.
My Comment: Alternative investments, in my opinion, are a key ingredient in contemporary investment portfolio design. The one hiccup that caught the attention of financial advisors like me was the extent to which bonds and stocks both declined in value in the fall of 2008 and early 2009. We've always tried to diversify a portfolio …
Continue reading Designing and Evaluating A Strategy on Alternatives
My Comment: Here is the second of what I plan to show you once every week. Examples of award letters from colleges and universities across the nation. Again, this is money the colleges and universities are willing to spend when they realize they are competing with other colleges and universities for any specific student to …
Continue reading CollegeMoneyNow Award Letter of the Week – March 13, 2012
My Comment: Yesterday, at my usual barbershop, there was a vigorous discussion between the person next to me and his barber about how it was Obama’s fault that gas prices were so high. When I asked how it was possible for him to so aggressively influence the price of oil, I was told that it …
My Comment: Today must be Wednesday since the principal blog post is about politics. But I'm tired of the clowns involved in the Republican primaries and so am going a different direction. George Friedman is clearly a strategic thinker and describer of stuff that will ultimately influence how our lives will play out over time. …
Continue reading The State of the World: A Framework, by George Friedman
Helping Define Your Financial Future 