2010 Investing Was Year of the Tiger, Well Really the Scaredy-Cat

January 11, 2011

If you’re new here, you may want to subscribe to my RSS feed. Thanks for visiting!What was great about 2010 is that it was not 2009. According to the Chinese calendar, 2010 was the year of the tiger. Statistically, at least in my book, 2010 should be titled The Year of the Scaredy-Cat. No great [...]

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Uncertainty: A Wise Investor’s Asset

December 28, 2010

Uncertainty can be a good, even great thing, but watching the news headlines lately can give anyone a headache. Daily news headlines beat the constant drum of the “dreaded” uncertainty of economics, politics, weather, sports teams, etc. Why does the news media highlight the change in the Dow Jones Industrial Average at the market open and close and constantly throughout the day? [...]

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Need the Best Wealth Management Advice for What is Going on Now?

December 20, 2010

“The media says the economy is doomed, the Federal Reserve has lost its influence and deflation will result, printing money will cause inflation, all of it will cause devaluation of the dollar, the government is out of control, etc. I need the best wealth management advice. What should I do?”If this is what you are feeling or [...]

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People Make Great Investments

November 29, 2010

The last couple of weeks have been remarkable because three things came together. First, a friend just got back from a leadership conference that examined the Battle of Gettysburg from a “leadership perspective.” Second, a friend gave me a leadership book and lastly, I spent some time with a University of Michigan senior who is [...]

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Global Investing and The Ugly American…Economy

November 19, 2010

After having lived through the U.S. and global economic crisis closely tied to the housing, subprime and derivatives markets, investors are reassessing “risk.” Recently the diversified portfolio managers at FIM Group presented a webinar titled “Security vs. Risk,” in which we addressed various risks facing investors. One of the areas we touched on was the risks [...]

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Conservative Investing, Financial Safety and Retirement Planning

October 27, 2010

I consider myself a conservative investor, because I don’t like to lose money, but I am also a long-term investor who realizes that investments fluctuate. The markets, cyclical and volatile, are not only historically normal, but a friend to good performance. What’s interesting is that most of the folks making the investment choices to put money [...]

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Wealth Management Advice on What to Do with Your Extra Dollar

October 22, 2010

If you are a good steward of your money, or just plain lucky, you may actually have some money left over at the end of each month. Surprisingly, many individuals, governments and companies are finding themselves in this nice position lately. China, for instance, has made so much revenue from exports that they have invested [...]

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When Should I Begin Collecting Social Security?

October 8, 2010

When we explain the financial planning process with our clients, one of the most frequent questions asked by clients approaching retirement is: Should I begin collecting Social Security benefits at age 62? There is no right time to begin collecting Social Security benefits, but the age at which you begin receiving benefits will affect how [...]

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Opinions of a Prudent Diviersified Portfolio Manager

September 28, 2010

 In the name of practical wisdom and fiduciary duty, consultants and advisers have been picking managers or methods of asset allocation (indexing with little or no valuation analysis) rife with a history of losing. Asset allocation is basically a hedging system – designed to hedge out or magnify certain risks. It’s a portfolio management hedging [...]

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Why Life Insurance in Your Financial Planning is Important

September 14, 2010

Whether people realize it or not, life insurance is probably the most overlooked or lacking aspect of their estate planning. Many clients claim that financial security for their spouse and/or children is a priority, yet when I broach the subject of life insurance, they often look at me with a blank stare. First, let’s get [...]

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