My Comment: I think there is an increasing awareness, at least I hope there is, that the future of China and of the United States are inexorably tied together. Ever since the end of the Cold War, there has been a lack of balance among nations on the global scale. We are the undisputed super …
Continue reading U.S. Needs Chinese Partners in Asian Century
My Comment: As a financial planner for many, many years, I've watched my clients age along with me. As the years have passed, our priorities have changed, our resources have changed, along with our fears and worries. There are dozens and dozens of answers out there and while the internet has made it easier to …
Continue reading Stand-Alone Living Benefits – Guaranteeing Lifetime Income Without an Annuity
Click here for the best weekly summary I can find. It comes from J.P. Morgan.
Click here for the best summary I can find. It comes from J.P. Morgan.
GOLDEN, Colo.—A supporter uses her iPhone to record Republican presidential candidate, former Speaker of the House Newt Gingrich speaking during a campaign rally at the Marriott Denver West Feb. 6, 2012 Courtesy of Ajay Makan and Dan McCrum at the FT. Barclays Capital estimates that based on reporting thus far, earnings growth for S&P 500 …
The world I live in as an investment advisor is forever changing. My first exposure to mutual funds was in 1963. A salesman would show up at my office door, at least monthly, looking for me to invest $10 or $20 in a mutual fund he was promoting. At some point he persuaded me to …
My Comment: A great number of my clients are now retired or soon will be. Part of that is a function of my age and the fact that I’ve been a financial planner and investment advisor for over 37 years. The political and economic landscape has changed significantly over these years and it’s always a …
Continue reading Senior Finances and the Great Entitlements Debate
Check here for your weekly market recap from J.P. Morgan.
Will knowing what they are help you make better decisions? Humans are thinking and feeling beings. We make decisions both cognitively and emotionally. As investors, we incorporate objective information, past experiences, assumptions, beliefs, and feelings—among a host of other factors—to make economic decisions. Unfortunately, we also fall prey to a variety of biases that can …
My Comment: In the interest of starting this year on a positive note, I found this article that tends to support my feeling (not always a good thing) that 2012 will be a good year for investments. That being said, the last and 5th Idea is far too technical for me and perhaps for you. …
Continue reading Outlook 2012: Equities–Top 5 Trade Ideas for the New Year
Helping Define Your Financial Future 