Company Buyback-Will Santa arrive early?

November 3rd, 2014

Keep an eye on action in the equity markets this week. 3rd quarter earnings has come to a close and the “dark” period where companies were forced to pause their buyback programs is over. I predicted the equity market would set all time highs this year. I did not pull a “Cramer” and list the “10…

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CNBC-Santelli, Against the U.S. recovery?

October 31st, 2014

This guy has got to go! Yes, he is brilliant, but for some reason he has been against every policy put forth from the ones that saved the economy from falling off the cliff to those that keep the current economic expansion running. To be fair, his economic views have a sound base to them,…

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Jim Cramer – Is this guy ever right?

October 31st, 2014

If there ever was a market indicator you could rely on its Jim Cramer. Jim may know individual securities but when it comes to predicting the direction of the market he has almost has a perfect record. He’s always wrong. On the October 13 edition of Mad Money Cramer listed 10 things that had to…

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Protect Your Assets in Your Estate Planning

September 23rd, 2014

More money, more problems; that’s the way of the world. As you acquire more wealth, you’ll find that finding ways to have that wealth adequately taken care of, handled, and distributed becomes more and more complex, and as the law grows more arcane, you may feel that you are out of your depth. Fortunately, you…

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Three Reasons to Hire a Financial Advisor

September 18th, 2014

The stock market’s seemingly poor performance over the past decade has led some to believe that, what with banks losing money left and right and having needed “bailing out” from the government, it is wiser and safer and indeed more profitable to simply invest one’s money on one’s own, without the help or guidance of…

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Two Reasons to Start a Retirement Fund

September 16th, 2014

The end is nigh – the end, that is, of a secure social and financial safety net for you upon your retirement. Yes, retirees today can draw on pensions and social security, but it is a widely acknowledged truth that should our population and funding levels for social security continue to behave as they have…

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Asset Protection for Physicians. A Simple Primer.

August 15th, 2014

In most states, asset protection can be provided through pension plans and, in many cases, IRAs as well.  However it is important to check the current statutes as many states have amended their laws regarding asset protection.  Remember after the Simpson trial, the Goldman family received a  $38 million judgment against  O.J. Simpson? Even though OJ had nowhere near that money…

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What Is An IPS? It’s Your Virtual “Bill Of Rights.” (Part 2 of 2)

August 14th, 2014

(In part 1, we introduced the IPS as something that far too many investors don’t pay attention to and began discussing why it’s important to you as an investor.   In this final episode of the series, we’ll further define it and tell you what it should contain.) EPISODE II: An IPS has been made…

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What Is An IPS? It’s Your Virtual “Bill Of Rights.” (Part 1 of 2)

June 12th, 2014

Most investors don’t have the vaguest idea of what it means to have an Investment Policy Statement (IPS).  In fact most investors when asked don’t even know what it is.  An IPS is an investors virtual “bill of rights”.   A document that provides a clear and concise summary of “who” the investor is.   A…

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