“March comes in like a lion,” says the Old Farmers Almanac. As for the rest of the adage, something about exiting like a lamb, this year was an exception. Despite unprecedented drama coming out of Washington and with the new administration bungling its signature promise of repealing and replacing […]
Now that Republicans have published their proposed changes to the Affordable Care Act (AKA “Obamacare”), we would like to share a summary of the changes in a format that seems pretty understandable.
The cost of medical care is a key expense for most households and complete financial planning helps to integrate this expense in the projections […]
What does the Trump election and Republican control of Congress mean for investing in 2017? An experienced money manager and financial advisor offers investment ideas.
(Click the [ ] brackets far right on video to view full screen)
With the election of Donald Trump and with a Republican controlled Congress, American taxpayers can look forward to reduced income taxes, perhaps as early as next year. For most folks, your tax planning strategy should be income deferral, […]
For investors, perhaps the tepid reaction of equity markets to the election of Donald Trump was of equal or greater surprise than the upset election itself. I had to talk just one client off an emotional ledge late election night, and as of today, his impulse to “Sell everything” (from which he backed away) […]
The above quotation is from my quarter end report of a year ago, a year that was not particularly happy for our clients nor for stock investors in general. 2016 is a better year, proving the wisdom of investor patience. This year began […]
I have been an ardent believer in the opportunity unleashed by American ingenuity and risk taking in the oil patch. Hydraulic fracturing has brought forth a wealth of clean burning natural gas, reducing the need for coal in electricity production. HOWEVER, this process has the potential to cause environmental damage. Those who reject […]
A Certified Financial Planner, pledged to act as a fiduciary would likely have protected the investors described in this article by never showing this product. We have never done so! Pass this on to a friend!
From the Wall Street Journal, “Wall Street Re-Engineers the CD—and Returns Suffer” – ‘Structured’ certificates of […]
The subject of this interview is the fellow who made a fortune shorting the big banks going into the financial meltdown of 2008. He is not a naive cheerleader for the banking industry, so his current opinion, which reflects my own carried weight. As many clients know, we have been investing in preferred […]
From the Wall Street Journal, “5 Things Investors Should Know About New Rules on Money-Market Funds – Brace for the possibility of fluctuating share prices and temporary blocks on redemptions” by Daisy Maxey, August 9, 2016
Investors in money-market funds should prepare now for extensive new rules in mid-October that promise to fundamentally […]
