By Joyce Hanson, AdvisorOne The broad high-quality bond market began 2013 on a sour note with a sell-off, posting its worst weekly performance since March 2012, as U.S. Treasury prices declined on news of a fiscal cliff resolution, LPL Financial’s bond expert reported Tuesday. While LPL doesn’t believe the sell-off is the start of a …
Tag: retirement advisor
The Crisis of the Middle Class and American Power
My Comments: Yesterday, a friend attended a luncheon where the speaker focused on our “debt crisis”. His position was that it is much worse that suspected, that it approaches $65 Trillion. That’s Trillion, with a “T”. I have no way to know if this is true or not, but to whatever extent it is real, …
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Bullish Bets Rising In Commodities
My Comments: For some years now, there has been a slowly growing recognition that the investment world has more than two basic elements. We’ve always thought stocks and bonds. Sure, there were always outliers but they were never given the same formal recognition given to stocks and bonds. Today, many of us refer to the …
The Smartest Kid In Summer School
My Thoughts on This: Many of us in the investment world are wondering, as we always do at the beginning of every year, how this new one is going to unfold. After all, we get paid to help our client’s accounts grow, not shrink. So we read the tea leaves like everyone else and come …
Doll Predicts New U.S. Stock High, Slow Economic Growth
My Comment: I first met Bob Doll some 25 plus years ago when he was a regional representative for what I recall as Oppenheimer Funds. He made intelligent presentations and clearly had his act together. Over the years he has appeared in various high profile positions within the industry and has always been pretty close …
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9 Daily Habits That Will Make You Happier
Let me know if any of this works! Geoffrey James Happiness is the only true measure of personal success. Making other people happy is the highest expression of success, but it's almost impossible to make others happy if you're not happy yourself. With that in mind, here are nine small changes that you can make …
Five Issues Small Business Owners Face in 2013
My Thoughts on This: I recall a conversation I had some 30 years ago with another financial advisor. We were at some conference somewhere and I was roomed with someone from Philadelphia. We had just finished a presentation that dealt with a financial strategy for small business owners. He said he has several small business …
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S&P 500 Will Hit Record High in 2013: Birinyi
Stock guru sees extended run-up for stocks; 'everybody into the pool' My Comments: Laszlo Birinyi is one of those people who have made both good and bad predictions before yet are almost always seen as having a better insight into the future than the rest of us. Whether we hit a record high in 2013 …
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Dr. Vicki’s Prescription for a Healthy Prosperous Year
My Thoughts on This: I've had the good fortune to spend time, albeit not yet in person, with Dr. Vicki Rackner. She has been a source of encouragement to me as I attempt to reach a professional goal. On ths day of food, football, and rest, I offer more thanks for the good people I've …
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Study: Prolonged Low Interest Rates Have Major Impact on Retirement Income
My Comments: I promised a more positive attitude going forward and here you probably think I’m reneging on my commitment. I think of it more as a way to provide readers with an alternative when it comes to retirement income. My wife and I passed a local bank yesterday and they had a sign outside …
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Helping Define Your Financial Future 