Archives for the ‘Investment Strategy’ Category

Wells Fargo: Will They (We) Ever Learn?

Written By • Sep 20th, 2016

An unfortunate side effect of the heated presidential campaign is that it sucks away important stories from the daily headlines. One example has to be the disgrace at Wells Fargo, one of America’s largest banks. It’s a mind-boggling scam with far reaching implications, yet it’s received scant coverage in the general media. Briefly, thousands of […]

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The Worst 401(k) Advice Ever

Written By • Jun 5th, 2015

In our society, those who step the furthest outside of conventional norms tend to get the most attention. See: Kardashian, Kim. Which brings me to today’s topic. James Altucher has been getting lots of attention lately because of a 62-second video he posted for Business Insider. The video’s target audience seems to be millennials, folks […]

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Will Your 110th Birthday Be Happy? The Financial Risks of Longer Life.

Written By • Mar 30th, 2015

Did you see the “Killing Cancer” story on 60 Minutes this past weekend? The TV newsmagazine, in a rare move, devoted two of its three main segments to what may turn out to be a major breakthrough in fighting the dreaded disease. Scientists and physicians at Duke University are using a modified polio virus to […]

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Lessons of the Debt-Ceiling Crisis

Written By • Oct 21st, 2013

The debt-ceiling crisis is over, at least for now. And that means a respite from daily headlines full of words like “crisis,” “default,” “disaster” and “cataclysm.” As always, alarming headlines intimidate many investors into making bad decisions. But I am happy to report that, in our office at least, there were far fewer phone calls […]

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Don’t Expect a Bond Crash

Written By • Aug 26th, 2013

  A number of clients have been asking about the risks involved with bonds and bond funds, now that it appears interest rates may start to rise. After all, they correctly point out, when rates rise, bond prices fall. Jack Bowers has touched on this in the newsletter, and I want to amplify and add […]

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Lavish Hedge Fund Paydays – Just Not for the Investors

Written By • Apr 16th, 2013

Profits are good. You love profits, I love profits. But with some regularity a few titans of the financial world take home mind-boggling profits, and you have to wonder, why? Did they really deserve it? An article in The New York Times of 4/15/13, documented how a handful of hedge fund managers made massive amounts […]

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Don’t Bet on The “Best.”

Written By • Feb 14th, 2013

The cover story of Barron’s February 11, 2013 issue is “The Best Fund Families of 2012.” To be blunt, it’s a ridiculous attempt at helping investors choose mutual funds. There is plenty of text, but like most people I first turned to the chart which ranked the largest 62 mutual fund families.  I wanted to […]

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Three Financial New Year’s Resolutions

Written By • Jan 17th, 2013

In many ways, our bond with money is similar to a personal relationship. Both can provide a sense of security. Both can bring us feelings of validation. And yes, just like a human relationship, both can cause us to feel frustration or disappointment. Just as a relationship between two people has to be tended to […]

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Investing and Politics: A Wobbly Combination

Written By • Sep 5th, 2012

A few days ago a client called to talk about investing some new money. The bulk of his substantial nest egg has been in money market funds for more than two years, and as a result he has missed out on hundreds of thousands of dollars in gains. Why has he stayed on the sidelines? […]

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The Triple-A Miscalculation

Written By • Aug 14th, 2012

One of my favorite pastimes is debunking experts. What follows is a gold medal example of how the best and brightest can be wrong, big time. Last August, the mighty Standard & Poor’s downgraded, for the first time ever, the credit rating of the United States.  America was no longer an AAA lender, according to […]

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