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 …
Continue reading Financial Advisors Lean Toward Alternative Investments
My Comments: Yes, I’ve been a partisan Democrat all my adult life. I’ve not always voted along party lines, but I’m clearly not among the 1%, so I think I have a better understanding of what the rest of us face on a daily basis about paying bills, saving for the future, dealing with health …
Continue reading Romney, College Education, and Economic Growth
My Comments: The author of this article has a blog about investments that is both entertaining and informative. As much as anything, he doesn’t take himself too seriously, which is a fault many of us have. It’s long, but a good one... by Jeffrey Dow Jones Turns out our newsletter last week on China was …
My Comments: As most of you know, my income is derived largely from helping folks manage their money, making sure it's in a safe place and growing. It requires a constant awareness of the forces that are working for or against you. The last few months have appeared to be strong for the stock market; …
My Comments: Several of my clients have been asking how come their accounts didn't grow by 10% in the first quarter. As they received their quarterly statements, what they saw did not agree with what they heard on TV. Namely that the bad times were over, the DOW and S&P500 were up and running, and …
Continue reading Net Inflows into Stocks and Bond Funds Decline 71% in March
For those of you who like to pay attention to this stuff, here’s this weeks best summary:
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 …
Continue reading First Quarter 2012 Summary for Clients of Florida Wealth Advisors
By Edward Luce and the Financial Times My Comment: We've known all along that housing is a major component of our domestic economy. It's disturging to realize that much more could and should have been done to remedy the mess we are in. But we are in a mess and it's going to take time …
Continue reading Housing Policy is Holding Back America’s Recovery
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…
Helping Define Your Financial Future 