• I believe that you should be focused on living your life in the manner that will grant you the most happiness, and that your financial security should be a means to that end.

The Price of Oil (Wheat, Corn, Gas & Everything Else)

http://ngm.nationalgeographic.com/2011/01/seven-billion/kunzig-text Sometime in late 2011 the world will reach 7 billion inhabitants. How should this effect the way that you invest? There are two main factors. 1) More people means we will need more of everything. More oil, more gas, more wheat, more milk. The price of commodities have nowhere to go but up. Approximatley … Continue reading

Link to a vid on Valentines on a budget!

http://video.ca.msn.com/watch/video/how-to-have-a-happy-valentines-day-on-a-budget/1loftqg89 Tough day to right a long blog post, but valentines can be fun on a budget. Spend some time thinking about how you can impress your lady with a well thought out gift instead of spending a ton of money on disposable valentines crap. !

How to get a better rate than a money market account.

How to get yield in today’s 0% environment If you’re looking at your tax statements from your checking, savings, CD’s, or Money market accounts you may be impressed by how little your savings and investments have returned in the last year. That’s because the federal funds rate – the rate that it costs banks to … Continue reading

Goodbye Cruel Debt

The greatest way to accumulate long term wealth is to get out of debt and stay out of debt. This mantra should be tattooed on your knuckles, so that every time you reach for that credit card you are reminded of the cruel economic reality of incurring debt. The most tempting time to go into … Continue reading

How Will the Revolution in Egypt affect my investments?

The question on every investor’s mind this week is; “How does the situation in Egypt affect my investment strategy?” After some research and careful thought on my part, I think it will affect you in 3 different ways. 1)      As of 1/30/11 it looks as if the protestors will succeed in having some major reform … Continue reading

What’ll we do with all this cash?

US corporations are drowning in a sea of cash. Well, maybe not drowning, maybe a little bit closer to wading; either way, nonfinancial companies in the US hold roughly 2 Billion dollars in cash and other liquid assets on their balance sheets, the largest balance share since 1959. What’s a wealthy corporation to do? Until … Continue reading

One financial stock you shouldn’t start the New Year without!

Imagine you are 65 years old, and have just retired after 30 years working at a corporate job. You’ve had a 401k that was invested by a manager at your company, and you now need to convert those assets into a steady and safe stream of income. Where do you start? If you’re like most … Continue reading

5 Financial New Years Resolutions

Imagine that it’s December 31st 2011, and you’re looking back at the past twelve months: What do you want to have accomplished financially in 2011? Here are 5 financial resolutions that everyone can get behind. 1) No more consumer debt Whether you have credit cards or not, let this be the year that you completely … Continue reading

5 Financial New Years Resolutions

Imagine that it’s December 31st 2011, and you’re looking back at the past twelve months: What do you want to have accomplished financially in 2011? Here are 5 financial resolutions that everyone can get behind. 1) No more consumer debt Whether you have credit cards or not, let this be the year that you completely … Continue reading

Year end investment planning – the tax puzzle

Year end investment planning – the tax puzzle It’s fast approaching the end of the year and I’m getting calls from clients “Should I sell this stock at a loss to offset gains in my portfolio? What can I do to minimize my taxes? Should I invest in a municipal bond for tax free yield?” … Continue reading

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