Most investors either have now or have had money invested in the cash-equivalent known as money market funds. Few have noticed that recent regulatory changes could expose some of the underlying volatility of these safe investments…
On July 14, the Foreign Account Tax Compliance Act became effective, and instantly virtually all foreign banks were required to keep track of, and report on, all assets held by U.S. citizens…
In a new survey conducted for Bankrate.com it was reported that 14% of Americans age 65 and older have no retirement savings. For people 50 to 64 that percentage jumps to 26%…
Occasionally we experience the profundity of our work in a simple and tender gesture. In this situation, it was an insisted hug from a long time client when he was leaving the office…
Your teenager is in the last month of his or her summer job, and chances are the wages have been collecting in a bank account. What should happen with that money when your child goes back to school?…
There are a lot of negative things to say about the 80 year old Donald Sterling, the soon to be former owner of the LA Clipper’s basketball franchise…
Sometimes you read things and wonder, what in the world was that person thinking?…
In the investing world, there is an old adage: bull markets run up a wall of worry. Well, we are certainly hearing a great deal about market corrections, bubbles and impending doom…
Currently the headlines and media describe the problems occurring in Ukraine and Russia. Often it seems we are on the verge of war or a return to the Cold War…
Are you and the other members of your family getting enough sleep? How do you know…
In the Time Magazine article titled “SURPRISE: THE ECONOMY ISN’T AS BAD AS YOU THINK” (07/28/14) by Roger Altman, Time magazine agrees with our assessment of the economy for the past year or so. Things are getting better…
At of the end of June, the Standard & Poors 500 index has completed 32 full months without a correction of 10% or more. We are living in a remarkably long bull market…
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