Mar 11, 2013 | Blog, Investments, Uncategorized
Wall Street Scandals have their own orbit don’t they? 2008 saw Lehman Brothers and Bear Stearns collapse in a heap of their own failed (and, with the benefit of hindsight, incredibly reckless) bets on exotic mortgage-related derivatives. 2004 revealed Edward Jones...
Dec 27, 2012 | Blog, Bonds, Economics & Markets, Investments, Wall Street Greed
Stop watching reality television. Especially themes around fiscal cliffs. The train has left the station and the U.S taxpayers never heard the whistle. The vast majority are still being conned by the elaborate Wrestle-mania in Washington between Hulk Hogan and Macho...
Aug 9, 2012 | Blog, Bonds, Economics & Markets, Self-Employed, Uncategorized, Wall Street Greed
I’m starting this edition of Potty Reading with something inspirational before I subject you to the torment of my soap box. Many of my clients and friends have heard me say before that even if I won the lottery, I would still do what I do. I love the puzzles and...
Mar 26, 2012 | Blog, Bonds, Economics & Markets, Retirement Planning, Wall Street Greed
Government spending and the Fed’s policy of buying more long-term bonds, never mind how they pay for it, has pushed the U.S. Treasury yields to lows not seen since the 1940’s. This is significant because your conservative, “safe” money like T-bills, Treasury Bonds...
Jan 7, 2012 | Blog, Economics & Markets, Fiduciary, Investments, Uncategorized
2011 was full of challenges, including the continual financial crisis in Europe, the Arab Spring in the Middle East, natural disasters and political dissent in the United States. Markets don’t like uncertainty and thus a year of volatility across global financial...
Dec 28, 2011 | 401k, Blog, Estate Planning, Fiduciary, Financial Plan, Insurance, Investments, Long-Term Care, Retirement Planning, Self-Employed
For 2012, I’ve put together a checklist to help you take a deeper look at your financial picture, address a few important areas of financial planning, as well as provide you with some suggestions for the new year. The Basics ¨ Create a Financial Plan. By...
