I’ve recently realized that for the past several years as an investment advisor, I’ve been doing my best to force square pegs into round holes. And it hasn’t worked very well. You’d think with all my experience, it would have become obvious much sooner, but apart from being uncomfortable, I had no clear understanding until …
Tag: money management
Capital Market Insights – September 12, 2011
Here is your Weekly Insights update from Curian’s Asset Management Group. This informative capital market update is designed to help you stay informed about important developments in economics, the markets,… CONTINUE READING HERE...
8 Quotes to Vanquish Doom, Gloom, Panic, and Negativity
If you are like me, I’m tired of the endless parade of talking heads on TV debating what we should do to succeed in these challenging times. Watching the ping-pong blame game and absorbing so many predictions of doom and gloom can take a toll on you. From my earliest days, I’ve always thought the …
Continue reading 8 Quotes to Vanquish Doom, Gloom, Panic, and Negativity
Be Careful What You Put Into Your IRA
Individual retirement accounts (IRAs) exist in many forms. In general, if you have income from working for yourself or someone else, you may set up and contribute to an IRA. Most of the more than $3.4 trillion held in IRA accounts are held by the major brokerage firms and invested in stocks, bonds and mutual …
One Final Bailout That Still Might Happen
Rick Newman, On Friday August 26, 2011, 3:28 pm EDT There's one big group of Americans who still haven't received much of a bailout from Washington--homeowners. Now, there's a growing chance the Obama administration may finally do something to help the little guy directly. Up till now, bailout theory has hinged on helping banks, corporations, …
Fiduciary Standards for Financial Advisors
I’m going to weigh in on a topic that annoys the crap out of me. It involves the frantic efforts of the brokerage industry to avoid being held accountable to the same standards that I am held to when I offer financial advice. From the earliest days of the 20th century, the brokerage industry generated …
Who Rules America?
My son sent me this article, written by an investment manager who asked for anonymity. It appears on a web site of a professor in the California University system who is the author of a book called Who Rules America? It’s a natural follow up to my recent post about a Vexing Question. You may …
Capital Market Insights – August 22, 2011
Here is your Weekly Insights update from Curian’s Asset Management Group. This informative capital market update is designed to help you stay informed about important developments in economics, the markets, and … CONTINUE...
A No-Tax Stand, Based on No Facts
From Bloomberg Businessweek, August 15, 2011 You would think that abysmal growth and jobs data, the first ever downgrade of U.S. debt, and heart-stopping gyrations in the financial markets would impel political leaders to at least take a look at some of their assumptions about restoring confidence in the U.S. economy. Sadly, you would be …
Demographics: Its Global Impact …
Economist article on how Japan is learning to sell to old people. Japan is a bellweather country as it's farthest along in this demographic aging process. As the conflicts in the Middle East wane over the next decade, the conflicts that arise across the globe will be a result of limited resources such as food, …
Helping Define Your Financial Future 