Exploding the Wall Street Myths

Posted on February 22, 2007

Exploding the Wall Street Myths Wall Street must have a propaganda machine to generate so many great investment myths. Like most myths, many begin with a kernel of truth, but end up inferring much that may not be true. Shrewd operators (like many financial institutions) often take these myths and use them for their own ends. The inducements are familiar—potential tax savings, greater returns, less effort

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New Tools-Better Strategies

Posted on November 15, 2006

New Tools-Better Strategies In the past year several new investments have come onto the scene that can add a lot of stability to a portfolio while it is working for you. When we know for sure that the market is going to go up, or even go down, investment decisions become easy. But, in reality, the market usually goes both up and down, sometimes within the

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Time and Risk (11/05)

Posted on November 15, 2005

Does Time Cut the Risk of Owning Stocks? “No,” Says a Nobel-Winning Economist. While there is a kernel of truth in the argument that a longer holding period increases your odds of making a profit, like many Wall Street myths, the devil is in the details. Friend Roger Schreiner, founder of Select Advisers, makes a compelling argument that the risk of ruin increases the longer you

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IRA beneficiaries. Tax Credits. Long Term Care.

Posted on September 23, 2004

IRA beneficiaries. Tax Credits. Long Term Care. 12/22/2005 I recently met with a new client who I’ll call Charles. He brought in files for nine IRAs that he had accumulated over the past 20 years. He wanted me to review and consolidate them into one, easily manageable account. As I went through the files, I discovered that several accounts had different beneficiaries. Three named an

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What Does It Take?

Posted on June 10, 2003

What Does It Take? Occasionally clients ask, how do I ever I keep up with all of the constantly changing data and conditions in my business, with all its mind-blowing complexity. First of all, I like all the numbers and the changing patterns contained in them. When I was a kid the teachers would cluck at me for being able to come up with

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