This is a place where I'll express some ideas or concepts that you might think about. So please keep checking back for periodic updates.
TheGovernment Shutdown, Debt Ceiling and Your Portfolio
The great American author Mark Twain once said, "History does not repeat itself, but it does rhyme."1 For individual investors, the fear of an extended decline in stock prices, and the specter of a federal government default, has...Read More
Information on Titling Accounts
If you don’t have a will then one of the best ways to title a non retirement account is by using the "TOD" or "POD" registration. This is known as "Transfer on death" or "Pay on death" and allows the assets to pass directly to a named...Read More
A Checklist for Tax Savings Ideas
Today's tax laws are getting so much more complicated that unless your financial situation is extremely simple, the chances are you’ll benefit from having your taxes prepared professionally. It’s easy to overlook certain investment...Read More
If I had a crystal ball...... Creating a Balanced Investment Strategy
If I had a crystal ball and could look at both the stock and bond markets to determine a reasonable allocation for balancing growth and income with a margin for safety going forward I’d **** Over the previous 30+ years bonds have...Read More
How do I start planning for my retirement?
I've heard this question from several young people just starting out…. It’s always advantageous to start planning early but not everybody does. If financial security is important to you in your old age, without having a pension plan,...Read More