My Comments: Unless you have been to the Cayman Islands, or happen to make far more money than you actually need to live your life, the idea of an offshore tax haven is pretty remote. You’ve heard about them, but since they are so far removed from your reality, they seem to stay under the …
Continue reading Austerity Exposes the Global Threat from Tax Havens
My Comments: I have no idea what I’m having for supper tonight, much less how the markets are going to perform over the next several months and years. However, assuming I haven’t left the building, I expect to eat something, and in like manner, I expect the markets to move up and down with a …
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
‘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: 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. …
My Comments: This was written a couple of years ago, but the message will resonate today with many people. For those who have expectations of retiring at some point, there is an incentive to accumulate as much retirement money as possible. All the while being sensitive to how that money is put to work. The …
Continue reading Retirement Ratio: Portfolio Performance and Uncertainty Measurement
My Comments: Many of my clients are elderly clients. For many, their investment horizon going forward is not 20 years or more. They have little need to take what many of them think of as aggressive steps to grow their money. On the other hand, good advisors today are encouraging their clients to be more …
Continue reading Record U.S. Stocks at Lowest Valuation Since 1980
My Comments: In the early 90’s, I opened a branch here in Gainesville for a company called International Assets Advisor Corporation. This company, headquartered in Winter Park, FL was a leading proponent of having clients invested in markets beyond the US. It was a rather revolutionary idea at the time. The lead broker on the …
Continue reading Why Emerging Markets? Growth, Demographics and Yield
My Comments: There is a lot of evidence and sentiment that 2013 will be a solid year. Housing starts are strong and will continue to be at least until interest rates start to climb. The jobs report continues to be positive with roughly 200K new jobs every month for the past four months. GDP growth …
Continue reading Americans Take Payroll-Tax Increase in Stride to Keep Spending
Helping Define Your Financial Future 