Stocks end this final week of what’s shaping up to be the best first quarter in 14 years, with little hope the second quarter can match its gains. My Comment: Who among you saw this coming? And if you did, what is your prediction for the next quarter? No one knows. All we do know …
Continue reading First Quarter On Track to Be Best in 14 Years
My comment: It’s common for me to express that I have no idea what the next several years are going to look like since right now, I have no idea what I’ll be having for lunch today. All I can do is help my clients position their money so as to increase their chances of …
The number of labor force participants over age 65 has increased about 22 percent in the past three years. My comment: This article appeared in the November 28, 2011 issue of InvestmentNews. To confirm the findings, look no further than the image of me on the right. While I can accept the survey findings that …
Continue reading Just Keep Working: the New Retirement Strategy
Most Americans watch their money go into the Social Security trust fund in the form of payroll deductions as soon as they begin working, when retirement seems a long way off. As a result, many go through their working lives without giving it much thought. Here are a few facts everyone should know about Social …
As an opinionated financial planner who considers himself almost an expert on insurance and long term care, I take exception to a few of the assertions in this article. However, my purpose in reposting it here is to trigger questions that anyone planning for retirement should ask. And even those already retired. Keep in mind …
Continue reading Insurers Pair Long-Term Care With Life Insurance To Entice Buyers
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There are politicians out there who believe the Federal Reserve should be abolished and assert it has no place in contemporary American life and economics. I think they are full of ___ and simply have an ulterior motive. Do I agree with all the moves made by the Fed to control the flow of money? …
Most readers of this blog understand that when asked what I do for a living, my usual response is that “I’m in the money business. I help people grow their money.” This article by Geoff Colvin sets the stage for what you can expect from the markets in 2012. It’s a helpful summary that puts …
A growing number of financial planners and investment advisors are coming to realize that all financial issues cannot be properly addressed solely with a portfolio of securities. As someone who has been licensed to sell insurance for longer than I’ve been licensed to provide investment advice, I recognize that much of what I do is …
Check here for your weekly market recap from J.P. Morgan.
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