My Comments: This article appeared in the Los Angeles Times with these words as the title; In Iowa farm town, immigration debate yields surprising views. Given the political rhetoric and implications, I think this message is worth sharing. By Mark Z. Barabak - The Los Angeles Times – January 22, 2016 For the longest time, …
Tag: money management
Starting to Invest in 2016? Here’s What You Need to Know
My Comments: After 43 years as a financial planner and investment company owner, I can say with certainty that the future outcome for your money is a combination of luck, discipline, timing and knowledge. I have no clue how we’ll do in 2016 but this is at least a start. By Jason Hall Published January …
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6 Charts Suggest a Stock Market Correction Soon
My Comments: Like me, you don’t have a clue what’s going to happen either. But these charts help give you an educated guess. John Mauldin, Mauldin Economics Dec. 20, 2015 The S&P 500 index is flat for the year, but that hasn’t been due to a lack of volatility. The index has traded within a …
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Everything You Need to Know About Social Security
My Comments: The monthly income my wife and I get from SSA is a significant part of our financial freedom. We paid into the system for 50 plus years and while I like to think I’m just getting my money back, it’s really much more than that. As a financial planner and investment advisor for …
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Checking Up On Obamacare
My Comments: I started my career in financial services 40 years ago selling health insurance policies. I’ve long since lost track of the number of individuals, families and businesses I’ve worked with to give them proper coverage. My alarming memory over the years, until recently, was the dramatic rise in premiums from year to year. …
The Fed: Mission Accomplished?
My Comments: I think the Fed's raising interest rates the other day is more symbolic than meaningful. The follow on events were/are inevitable. As usual, life does not move in a straight line. And like death and taxes, interest rates had to eventually move off Zero where they’ve been for many, many months. So moving …
The Fed’s Rate Hike – What it Means
My Comments: In the past months and years I’ve featured the comments of Scott Minerd, the Chairman of Investment and CIO of Guggenheim Partners. This organization is not big, relatively speaking, as they ONLY have about $250 billion under management. (I could live very well on a tiny fraction of what that amount earns every …
The Rise of Liberal Intolerance in America
My Comments: I’ve been a Florida registered Democrat since I first registered to vote back in 1962. Back then you had to be registered as a Democrat if you wanted to participate in the primary elections. Republicans only showed up on the November ballot. Democrats lay claim to a higher level of tolerance for those …
New Social Security Claiming Rules
My Comments: Social Security has become a fundamental element in the lives of virtually every American on the planet. Those of us old enough to have started taking monthly payments could only gasp if they were taken away. I guess there are some who wouldn't give a damn. But still... The rules just enacted limit …
Why Things Could Soon Get Ugly For Stock Investors
My Comments: Another voice predicting woe and gloom. I’ve tried to protect myself and my clients but there are no guarantees. By Scott Barlow on Wednesday, Dec. 09, 2015 We’re about to find out what happens when a market rally built on a foundation of cheap borrowing rates is faced with the end of a …
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Helping Define Your Financial Future 