Since we got a little rain today and we’re spending some time indoors for a change I thought I’d upload a few pictures from our travels. All of these were taken from our RV park just south of Santa Fe. The first one is looking northeast toward the Santa Fe Mountains. The other two are [...]
READ MORE »I spend quite a bit of time talking to you about investments but there is so much more to financial well being. Almost half of the people in the U.S. do not have a will. If you fall into this category, this should be a priority. Also, I see this over and over again — [...]
READ MORE »In an article today in the Wall Street Journal, Neil Shah and Nick Timiraos reported that “The U.S. housing market, a notable soft sport in the nation’s weak economy for the past four years, is becoming less of a drag on the recovery. Real estate markets are showing signs of life as falling prices spur [...]
READ MORE »For the past several years I have been doing a lot of research around the causes of the 2008 financial meltdown. I’m not obsessed with this subject, just trying to understand what, if anything, we can do to keep this from happening again in the future. As a good investigative journalist will tell you (and [...]
READ MORE »The AICPA (American Institute of Certified Public Accountants) Personal Financial Planning conference was recently held in Las Vegas. While I didn’t attend, I’d like to share some comments made by one of the keynote speakers, Ron Insana, a senior analyst with CNBC. This information was published in a newsletter, Inside Information (catchy title) written by [...]
READ MORE »We are starting the year off on a good note. The markets are up about 5% so far already, jobs numbers are much higher than normal (we usually see declines in January due to seasonal layoffs), and it appears the economy is starting to move. With interest rates still being low the banks are still [...]
READ MORE »You may have heard today that Suze Orman rolled out her first product — a pre-paid debit card that costs $3 a month to use. Frankly, I don’t see the advantages, but if it puts pressure on the big banks to lower fees, that would be great. Here’s an article from the New York Times [...]
READ MORE »Here’s a video for the holidays I thought you might enjoy. Merry Christmas! CLICK HERE
READ MORE »Today I read an article written by Jim Parker, the Vice-President of DFA-Austalia Ltd. (this is the Australian office of Dimensional Fund Advisors US which I invest in for all my client portfolios, including my own). I wanted to share this with you as it takes a look globally at the past 100 years (it’s [...]
READ MORE »Run for the hills! Let me start this by saying that annuities are one of the most over sold and misunderstood products in the financial marketplace and their sales are on the rise. Why? Because this economic crisis we have been in the past few years has caused a lot of fear in a lot [...]
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