Investment Blog

  • Throughout the life on any living person financial decisions must be made These decisions can be basic such as choosing what credit card to use for an appliance purchaseto...
  • One of the most basic characteristics of successful investing is common sense It sounds obvious but it isn’t always as obvious as it should be I’m going to use...
  • Over my many years in the Investments Industry I have witnessed investment decisions that were brilliant and others that were borderline insanity If I had to label all the...
  •  I chose the investments industry as a career more than 40 years ago I did so because I listened to the advice of experienced people who had many years of success but...
  • For those of you that have been following my blogs over the years you know that I have many expressions For instance opportunity is a constant That means there are always...
  • %By now many people have heard about a proposal by the Department of Labor (DOL) that will change the rules on how investment advice can be provided to retirement accounts...
  • Everyone with assets must plan how they want those assets distributed once they pass away Most people create a will which in many cases could be short and very basic Many...
  • The most financially successful people I have known during my lifetime have been great salesmen (saleswomen) Why would I say that? Its simply a fact that someone could be...
  • Anyone that has ever been to one of my presentations knows that I like to tell stories True stories With all the discussions going on now about fiduciary liability I thought...
  • This past week I was invited to the home of an elderly woman to listen to a presentation given by a Financial Wealth Advisor The advisor was trying to get the woman to transfer...
  • In a story written by Carly Stockwell in USA Today college is more popular than ever With an estimated 21 million students in class this year there were hundreds of majors...
  • The world is filled with verbal expressions Some have been around for centuries Others have revolved around current trends and technologiesMy parents often said the onlything...
  • I never had a salaried position during my 40+ years in the investment industry other than my brief stint as a trainee Consequently entreprenuership became a part of me out...
  • When I was a college student I wasnt really concerned about a career opportunity  I took Army ROTC and was commissioned as a Second Lieutenant in the Army on the day...
  • One of the advantages of aging is becoming more knowledgeable Throughout my life I have been mesmerized by stories of the elderly Those stories could be about military experiences...
  • There are literally thousands of individuals that call themselves public speakers Some of them are very good and extremely informative Unfortunately some of them are notvery...
  • One of the benefits of getting older has been the experience of using objects that become outdated because of technology For example I used a slide rule in school for arithmetic...
  • I signed an agreement to purchase my first house in December 1975 The owners of the house had it built as a second home in Fort Lauderdale Florida Their primary residence...
  • Have you ever heard people say I buy stocks and keep them forever or I day trade stocks or I only invest in real estate There are many more expressions about investment strategies...
  •     As a student from grade school through college my grades just barely got me to the next level I was not a good student I had a terrible fear of being called...
  • There’s an old expression about investing “The markets usually accommodate the least amount of people” What does that mean? When everyone is buying maybe...
  • For the past 20 years large institutional investors have allocated a small percentage of their investable money to an asset class called Alternative Investments The purpose...
  • Where can I get a decent rate of return on my investments without the risk of the stock market or the bond market when interest rates rise?There is an investment available...