My Comments: I’ve made it clear over the past few years that I am not a fan of austerity. I believe the government has a mandate to push the envelope to make sure that ALL of us are included when it comes to sharing the pie. Can we push too hard? Oh, yes, and the …
Continue reading Why Obama should pick Summers to lead the Fed
My Comments: I’ve discovered that when I don’t have a full schedule ahead of me when I wake up, I tend to have negative thoughts about growing old. Since I can’t change the growing old part, my goal now is to do whatever it takes to keep as busy as possible. I like what I …
My Comments: It’s sort of like watching grass grow, or perhaps watching an old car turn to rust. You know it’s happening but you can’t just stand there and expect to see a difference from one moment to the next. The authors of the study referenced in this article talk about Dimensional Fund Advisors or …
My Comments: I read this writers articles from time to time as his primary focus is the world of investments and how to make money. That's also my professional world. When this one crossed my screen, I took notice since the issue of climate change is very real, in my opinion, and will become an …
My Comments: While these comments were directed toward advisors like me, they are representative of something that happens to many of us over time. What we are trained to do, and from which we earn a living, changes and we become irrelevant. An example happened in Detroit, once the heart of American car manufacturing. And …
Continue reading Estate Planning is Dead — Long Live Retirement Planning!
My Comments: It's a fact of life that most of us men are going to pass away before the significant women in our lives. So we attempt to keep our financial lives in order and provide the necessary resources so that those left behind can continue to live in grace and dignity. As a financial …
Continue reading Bag-Lady Specter Haunts Even Savvy Women’s Retirement
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 …
Continue reading The Legality of Offshore Planning: an Introduction
My Comments: I’m fond on the expression that says “just because you’re paranoid doesn’t mean there isn’t someone out there trying to kill you”. I fully understand the perceived need of those charged with keeping us safe to want to use every technological means possible to identify the threats before they become reality. And I …
My Comments: I recall a conversation I had some three years ago where someone asked me if I followed Keynes or did I follow the Austrian approach. Not knowing at the time just what this person was asking, I responded “Keynes” since I knew more or less how Keynes mind worked and had no idea …
Continue reading Stuck in the Mud: Beyond America’s Fiscal Trench Lines
Momentum is building for a tax code overhaul, and lower taxes on stock transactions could be doomed. By Joy Taylor, May 6, 2013 Tax breaks for capital gains and dividends are likely to end by 2015, as lawmakers look for ways to broaden the tax base, allowing income tax rates on individuals to be cut. …
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