My Comments: This article is further confirmation that these are not “normal” times. My efforts to help you manage your money cannot follow the traditional “buy and hold” approach that worked in the eighties and nineties. If you expect to have more money in the future than you have now, you have to be either …
Continue reading A Modern-day Depression: The Current Secular Market Cycle Mirrors the Past
My Comments: Last Monday I got a call from a client who asked me to close her investment account. Her comments suggested she didn't expect Romney to win and if Obama was elected to a second term, the world was going to come to an end. She wanted her money under her mattress even if …
Continue reading The Election, the Presidency and Foreign Policy
My Comments: This article, which appeared in a recent issue of “Producers Web”, an online magazine that caters to the investment and financial planning community, affirms what I have been telling clients and prospective clients now for about five years. Namely, that we are looking at another 5 – 8 years of essentially sideways movement …
For those of you who pay attention and want to time the market, here’s this weeks best summary:
For those of you who pay attention and want to time the market, here’s this weeks best summary:
By Tony Kendzior, CLU, ChFC Medical malpractice insurance is seen as a necessary cost for any physician in private practice. It’s almost invisible, a monthly or annual outlay that no one pays much attention to until there is an issue to deal with or perhaps a premium increase. Over the course of a 25 year …
Continue reading Malpractice Insurance – The Financial Black Hole
Until April of 2011, I was in the camp of those advisors scratching our heads, trying to figure out where the markets were heading. The idea is always to help our clients make money with their investments, since that’s the best way for us to make money. However, last April I started moving my clients …
(I don’t know about you but I’m getting really tired of all the woe and gloom that pervades our lives. At first glance, this post is much the same. But if you get to the end and have time, watch the presentation I created by clicking on the last line. For me its a ray …
In ancient Israel , it came to pass that a trader by the name of Abraham Com did take unto himself a young wife by the name of Dot. And Dot Com was a comely woman, broad of shoulder and long of leg. Indeed, she was often called Amazon Dot Com. And she said unto …
This is a question that surfaces in one form or another in virtually every conversation I have with a client or prospective client. The central point is that no one knows. How's that for insight? "Retirement" is that point in your life when you stop working for money and whatever money you have accumulated has …
Helping Define Your Financial Future 