My Comments: For investors, being exposed to the global markets is a given. But it wasn’t so long ago that if you invested outside the US, you were either nuts or exceptionally aggressive. Early in my days as an investment advisor, I became associated with a firm in Winter Park, FL called International Assets Advisory …
Tag: retirement advisor
Malala Yousafzai Celebrated Her 16th Birthday By Giving an Incredible Speech at the U.N.
My Comments: This is an extraordinary young woman. I challenge you to watch the whole thing and reflect on how someone her age can cause so many to stop and listen. Her message must be heard. It also gives me renewed faith that our young people are up to the task of leading the world …
How the Mortgage Interest Deduction Could Change
My Comments: As someone who has a home mortgage, I’ve long enjoyed the abilty to write off the interest I pay against my taxable income. If these folks are right, I’ll be eligible for a tax credit instead of an expense item and I may very well enjoy a higher benefit. But if you think …
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How Much Is Your Privacy Worth?
My Comments: My post from July 1, 2013 (Snooping...) suggested that as a society we have to come to terms with what is acceptable and what is not acceptable and encode into our legal system, boundaries that cannot be crossed. We do that already with traffic laws, none of which had any relevance when the …
Bob Doll Judges His Top 10 Predictions for 2013
My Comments: I met Bob Doll some twenty years ago when he was a regional VP for Oppenheimer Funds. At least that’s what my memory tells me about him. Today, he is one of the most influential money management gurus on the planet. His thinking is more often than not, spot on. By Joyce Hanson, …
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Egypt: Persistent Issues Undermine Stability
My Comments: This article comes from Stratfor, a reliable source of information about global politics and economics. The conclusion is not a good one. And if you happen to wonder why a financial planner is Florida gives a tinker’s damn about what is happening in Egypt, it’s because it will influence how life plays out …
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When a Family Member Dies; A Financial Checklist
My Comments: My wife of almost 43 years and I have been very fortunate in that the only deaths we’ve experienced among our extended family has been our respective parents. But I’ve had many a client pass away and from time to time, chaos has followed, along with hard feelings and despair. The quicker everyone …
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Happy 4th of July !
This expression is unique to America. With it we celebrate the declaration of independence from Great Britain with fireworks and such. As someone born in Great Britain, but now a certified citizen of these United States, the 4th of July is an established part of psyche. But memories of my childhood include the celebration of …
The Legality of Offshore Planning: an Introduction
My Comments: This blog post by Hale Stewart, derives in part from his expertise with captive insurance companies, and the fact that they are often set up in an offshore jurisdiction to provide a layer of asset protection for those using the concept. There are now approximately 17 states that allow and encourage the creation …
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The Caffeine Buzz of Hot-desking in a Coffee Shop
My Comments: Six months ago, I “loaned” $50 to Starbucks. In exchange, I got a plastic card that I can use to buy coffee and/or other assorted goodies whenever I frequent any Starbucks shop on the planet. I now realize they’ve had the use of my money for months now and have given me nothing …
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Helping Define Your Financial Future 