Newsletter Archive

December 28 Newsletter

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Sectors

Avoid the "Ring-of-Fire" Countries (05-24-2010)

A few months ago Bill Gross, co-founder of PIMCOand the country's most prominent bond expert, wrote a provocative monthly newsletter. He evaluated countries based on their total public sector debt as a percentage of gross domestic product (GDP) as well as their annual deficit, which is making matters worse. Gross singled out those countries heaping significant deficits on their mountain of debt and called them "The Ring of Fire. " The eight countries he identified were Japan, Italy, Greece, France, the United States, the United Kingdom, Ireland and Spain.
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Memorial Day

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06/01

June is The Month of Wedding Financial Planning

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In The News

Summer is a great time to think about financial planning.

Summer is one of the best times for us to help a new family get their financial house in order. Usually it is a quiet time when we can gather information, identify goals and make plans for the coming school year. The first few steps of wealth management require calendar time and summer provides enough calendar time so that we are ready by the time fall arrives.

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Video: June - The Month of Wedding Financial Planning (3:30)

Safeguard #1: Do Not Allow Your Advisor to Have Custody of Your Investments (01-12-2009)

I was recently asked if investors should trust their financial advisors. And my short answer, you may be surprised to hear, was no. Given all the greed and deceit revealed last year in the world of financial services, this question of trust could not be more timely. If your advisor is not a fiduciary, he or she has no legal obligation to act in your best interest. Only about 7% of those working in financial services are fiduciaries, so the odds are your advisor is probably not. Simply put, the term "fiduciary" applies to those who have the legal responsibility to manage other people's money.
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